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Roundview Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Roundview Capital’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 		$1.01M Buy
34,746
+1,192
+4% +$35.7K 0.06% 211
2025
Q4 		$956K Sell
33,554
-166
-0.5% -$4.69K 0.06% 209
2025
Q3 		$941K Sell
33,720
-108
-0.3% -$2.89K 0.06% 222
2025
Q2 		$856K Sell
33,828
-2,760
-8% -$65.2K 0.06% 225
2025
Q1 		$857K Buy
36,588
+213
+0.6% +$5.43K 0.06% 212
2024
Q4 		$941K Sell
36,375
-327
-0.9% -$8.7K 0.07% 216
2024
Q3 		$945K Buy
36,702
+1,672
+5% +$41.5K 0.07% 222
2024
Q2 		$831K Sell
35,030
-3,668
-9% -$86.9K 0.07% 221
2024
Q1 		$953K Sell
38,698
-1,370
-3% -$32.1K 0.08% 210
2023
Q4 		$946K Sell
40,068
-5,786
-13% -$122K 0.09% 203
2023
Q3 		$950K Buy
45,854
+396
+0.9% +$8.69K 0.1% 197
2023
Q2 		$996K Buy
45,458
+8
+0% +$167 0.1% 189
2023
Q1 		$953K Sell
45,450
-328
-0.7% -$7.05K 0.1% 191
2022
Q4 		$927K Buy
45,778
+2,388
+6% +$48.9K 0.11% 189
2022
Q3 		$820K Buy
43,390
+308
+0.7% +$6.44K 0.1% 179
2022
Q2 		$840K Sell
43,082
-1,010
-2% -$21.6K 0.1% 180
2022
Q1 		$1.04M Buy
44,092
+80
+0.2% +$1.89K 0.11% 174
2021
Q4 		$1.13M Buy
44,012
+896
+2% +$23.2K 0.11% 179
2021
Q3 		$1.08M Buy
43,116
+260
+0.6% +$6.6K 0.12% 172
2021
Q2 		$1.12M Buy
42,856
+44
+0.1% +$1.13K 0.12% 172
2021
Q1 		$1.07M Sell
42,812
-240
-0.6% -$5.9K 0.13% 161
2020
Q4 		$958K Hold
43,052
– – 0.13% 153
2020
Q3 		$735K Sell
43,052
-2,272
-5% -$39.1K 0.12% 163
2020
Q2 		$740K Sell
45,324
-2,548
-5% -$38.2K 0.13% 162
2020
Q1 		$617K Sell
47,872
-11,732
-20% -$199K 0.13% 164
2019
Q4 		$1.13M Buy
59,604
+1,040
+2% +$18.8K 0.21% 130
2019
Q3 		$1.02M Buy
58,564
+284
+0.5% +$5.01K 0.22% 124
2019
Q2 		$1.04M Buy
58,280
+3,752
+7% +$66.3K 0.23% 119
2019
Q1 		$953K Buy
54,528
+4,540
+9% +$77.7K 0.23% 119
2018
Q4 		$758K Sell
49,988
-1,880
-4% -$31.8K 0.21% 120
2018
Q3 		$988K Buy
51,868
+10,288
+25% +$196K 0.24% 114
2018
Q2 		$765K Buy
41,580
+9,244
+29% +$167K 0.2% 132
2018
Q1 		$559K Buy
32,336
+1,220
+4% +$21.5K 0.16% 149
2017
Q4 		$543K Buy
31,116
+80
+0.3% +$1.37K 0.14% 152
2017
Q3 		$523K Buy
31,036
+3,304
+12% +$53.1K 0.15% 155
2017
Q2 		$443K Buy
27,732
+2,816
+11% +$44.5K 0.13% 158
2017
Q1 		$392K Buy
24,916
+668
+3% +$10.5K 0.12% 157
2016
Q4 		$373K Buy
+24,248
New +$357K 0.12% 162

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

Roundview Capital's SCHA Position: Q1 2026 in Review

Roundview Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.6% in Q1 2026, buying an estimated $35.7K and bringing the position to 34,746 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #211.

Roundview Capital first reported a position in SCHA in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.13M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Roundview Capital held 34,746 shares of Schwab U.S Small- Cap ETF worth $1.01M as of Q1 2026.
  • Roundview Capital bought 1,192 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $35.7K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Roundview Capital's portfolio in Q1 2026, its #211 holding.
  • Roundview Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Roundview Capital's Schwab U.S Small- Cap ETF position peaked at $1.13M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.