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Safeguard Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Safeguard Financial’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
2025
Q1 		$4.33M Buy
184,998
+14,787
+9% +$377K 0.95% 13
2024
Q4 		$4.4M Buy
170,211
+10,581
+7% +$282K 0.96% 12
2024
Q3 		$4.11M Buy
159,630
+7,132
+5% +$177K 0.97% 11
2024
Q2 		$3.62M Buy
152,498
+8,062
+6% +$191K 1.01% 11
2024
Q1 		$3.56M Sell
144,436
-4,048
-3% -$94.8K 1.16% 11
2023
Q4 		$3.51M Buy
148,484
+8,884
+6% +$187K 1.33% 11
2023
Q3 		$2.89M Sell
139,600
-8,796
-6% -$193K 1.39% 11
2023
Q2 		$3.25M Buy
148,396
+9,812
+7% +$205K 1.57% 11
2023
Q1 		$2.9M Sell
138,584
-12,618
-8% -$271K 1.76% 11
2022
Q4 		$3.06M Buy
151,202
+20,808
+16% +$426K 2.19% 10
2022
Q3 		$2.46M Buy
130,394
+12,200
+10% +$255K 2.28% 9
2022
Q2 		$2.3M Buy
118,194
+10,500
+10% +$224K 2.75% 9
2022
Q1 		$2.55M Buy
+107,694
New +$2.54M 3.81% 7

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Safeguard Financial's SCHA Position: Q1 2025 in Review

Safeguard Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.7% in Q1 2025, buying an estimated $377K and bringing the position to 184,998 shares worth $4.33M. The position accounts for 0.95% of the portfolio, ranked #13.

Safeguard Financial first reported a position in SCHA in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.4M in Q4 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Safeguard Financial held 184,998 shares of Schwab U.S Small- Cap ETF worth $4.33M as of Q1 2025.
  • Safeguard Financial bought 14,787 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $377K.
  • Schwab U.S Small- Cap ETF made up 0.95% of Safeguard Financial's portfolio in Q1 2025, its #13 holding.
  • Safeguard Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Schwab U.S Small- Cap ETF position peaked at $4.4M in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.