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RKL Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

RKL Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1M Sell
486,494
-47,955
-9% -$1.44M 1.27% 21
2025
Q4 		$15.2M Sell
534,449
-4,608
-0.9% -$130K 1.25% 21
2025
Q3 		$15M Sell
539,057
-55,451
-9% -$1.48M 1.28% 19
2025
Q2 		$15M Sell
594,508
-61,566
-9% -$1.46M 1.32% 22
2025
Q1 		$15.4M Sell
656,074
-361,597
-36% -$9.22M 1.45% 18
2024
Q4 		$26.3M Sell
1,017,671
-144,679
-12% -$3.85M 2.34% 8
2024
Q3 		$29.9M Sell
1,162,350
-35,192
-3% -$874K 2.71% 7
2024
Q2 		$28.4M Buy
1,197,542
+5,106
+0.4% +$121K 2.74% 7
2024
Q1 		$29.4M Buy
1,192,436
+1,262
+0.1% +$29.6K 2.91% 7
2023
Q4 		$28.1M Sell
1,191,174
-840
-0.1% -$17.7K 3.04% 7
2023
Q3 		$24.7M Buy
1,192,014
+1,422
+0.1% +$31.2K 3.02% 7
2023
Q2 		$26.1M Buy
1,190,592
+8,640
+0.7% +$180K 3.09% 7
2023
Q1 		$24.8M Sell
1,181,952
-4,238
-0.4% -$91.1K 3.13% 7
2022
Q4 		$24M Buy
1,186,190
+40,860
+4% +$837K 3.21% 7
2022
Q3 		$21.6M Buy
1,145,330
+9,248
+0.8% +$193K 3.12% 7
2022
Q2 		$22.1M Buy
1,136,082
+29,996
+3% +$641K 3.04% 7
2022
Q1 		$26.2M Buy
1,106,086
+7,758
+0.7% +$183K 3.15% 7
2021
Q4 		$28.1M Sell
1,098,328
-1,032
-0.1% -$26.7K 3.34% 7
2021
Q3 		$27.5M Buy
1,099,360
+3,584
+0.3% +$91K 3.49% 7
2021
Q2 		$28.5M Sell
1,095,776
-13,280
-1% -$340K 3.59% 7
2021
Q1 		$27.6M Sell
1,109,056
-30,564
-3% -$752K 3.7% 7
2020
Q4 		$25.4M Sell
1,139,620
-24,908
-2% -$496K 3.54% 6
2020
Q3 		$19.9M Buy
1,164,528
+1,280
+0.1% +$22K 3.17% 6
2020
Q2 		$19M Buy
1,163,248
+44,272
+4% +$663K 3.26% 7
2020
Q1 		$14.4M Buy
1,118,976
+109,376
+11% +$1.86M 3.02% 8
2019
Q4 		$19.1M Buy
1,009,600
+16,536
+2% +$299K 3.42% 6
2019
Q3 		$17.3M Sell
993,064
-26,972
-3% -$476K 3.29% 7
2019
Q2 		$18.2M Buy
1,020,036
+83,768
+9% +$1.48M 3.36% 7
2019
Q1 		$16.4M Buy
936,268
+96,068
+11% +$1.64M 3.2% 7
2018
Q4 		$12.7M Buy
840,200
+71,804
+9% +$1.21M 2.94% 6
2018
Q3 		$14.6M Buy
768,396
+37,576
+5% +$717K 3.11% 6
2018
Q2 		$13.4M Buy
730,820
+35,220
+5% +$637K 3.04% 6
2018
Q1 		$12M Buy
695,600
+57,192
+9% +$1.01M 2.84% 7
2017
Q4 		$11.1M Buy
638,408
+153,332
+32% +$2.62M 2.75% 6
2017
Q3 		$8.17M Buy
485,076
+96,692
+25% +$1.55M 2.29% 6
2017
Q2 		$6.19M Buy
388,384
+158,220
+69% +$2.5M 1.96% 12
2017
Q1 		$3.62M Buy
230,164
+124,704
+118% +$1.95M 1.46% 25
2016
Q4 		$1.62M Buy
105,460
+33,128
+46% +$487K 0.78% 33
2016
Q3 		$1.04M Sell
72,332
-3,124
-4% -$44.3K 0.52% 47
2016
Q2 		$1.03M Sell
75,456
-7,728
-9% -$103K 0.54% 41
2016
Q1 		$1.08M Sell
83,184
-1,772
-2% -$21.5K 0.62% 32
2015
Q4 		$1.11K Sell
84,956
-2,624
-3% -$35K 0.51% 32
2015
Q3 		$1.11M Buy
87,580
+8,616
+11% +$119K 0.7% 32
2015
Q2 		$1.14M Buy
78,964
+14,912
+23% +$216K 0.68% 31
2015
Q1 		$922K Buy
64,052
+7,284
+13% +$102K 0.56% 34
2014
Q4 		$782K Buy
56,768
+1,448
+3% +$19.2K 0.51% 34
2014
Q3 		$711K Sell
55,320
-648
-1% -$8.65K 0.5% 32
2014
Q2 		$767K Buy
55,968
+372
+0.7% +$4.91K 0.56% 32
2014
Q1 		$745K Buy
+55,596
New +$735K 0.56% 32

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RKL Wealth Management's SCHA Position: Q1 2026 in Review

RKL Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9% in Q1 2026, selling an estimated $1.44M and leaving 486,494 shares worth $14.1M. The position accounts for 1.27% of the portfolio, ranked #21.

RKL Wealth Management first reported a position in SCHA in Q1 2014 and has held it in 49 quarters since. The position peaked at $29.9M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • RKL Wealth Management held 486,494 shares of Schwab U.S Small- Cap ETF worth $14.1M as of Q1 2026.
  • RKL Wealth Management sold 47,955 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.44M.
  • Schwab U.S Small- Cap ETF made up 1.27% of RKL Wealth Management's portfolio in Q1 2026, its #21 holding.
  • RKL Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2014 and has held it in 49 quarters since.
  • RKL Wealth Management's Schwab U.S Small- Cap ETF position peaked at $29.9M in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.