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Sage Financial Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sage Financial Management Group’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 		$2.29M Buy
78,752
+1,534
+2% +$46K 0.7% 20
2025
Q4 		$2.2M Buy
77,218
+542
+0.7% +$15.3K 0.67% 20
2025
Q3 		$2.14M Sell
76,676
-617
-0.8% -$16.5K 0.68% 21
2025
Q2 		$1.96M Sell
77,293
-6,743
-8% -$159K 0.68% 21
2025
Q1 		$1.97M Sell
84,036
-4,275
-5% -$109K 0.71% 21
2024
Q4 		$2.28M Sell
88,311
-1,291
-1% -$34.4K 0.85% 21
2024
Q3 		$2.31M Buy
+89,602
New +$2.22M 0.89% 21
2024
Q2 		– Sell
-91,494
Closed -$2.25M – 35
2024
Q1 		$2.25M Buy
91,494
+6,190
+7% +$145K 1.07% 21
2023
Q4 		$2.02M Sell
85,304
-866
-1% -$18.3K 1.08% 20
2023
Q3 		$1.78M Buy
+86,170
New +$1.89M 1.07% 22
2023
Q2 		– Sell
-155,196
Closed -$3.25M – 20
2023
Q1 		$3.25M Sell
155,196
-17,926
-10% -$385K 2.62% 12
2022
Q4 		$3.51M Buy
173,122
+10,082
+6% +$207K 2.45% 14
2022
Q3 		$3.08M Sell
163,040
-13,416
-8% -$281K 2.72% 12
2022
Q2 		$3.44M Buy
176,456
+12,400
+8% +$265K 2.41% 13
2022
Q1 		$3.88M Buy
164,056
+9,228
+6% +$218K 2.66% 11
2021
Q4 		$3.96M Buy
+154,828
New +$4.01M 2.64% 11
2021
Q3 		– Sell
-138,660
Closed -$3.61M – 19
2021
Q2 		$3.61M Buy
138,660
+2,532
+2% +$64.7K 3.29% 8
2021
Q1 		$3.39M Sell
136,128
-22,204
-14% -$546K 2.61% 11
2020
Q4 		$3.52M Buy
+158,332
New +$3.15M 2.76% 11

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

Sage Financial Management Group's SCHA Position: Q1 2026 in Review

Sage Financial Management Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2% in Q1 2026, buying an estimated $46K and bringing the position to 78,752 shares worth $2.29M. The position accounts for 0.7% of the portfolio, ranked #20.

Sage Financial Management Group first reported a position in SCHA in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.96M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Sage Financial Management Group held 78,752 shares of Schwab U.S Small- Cap ETF worth $2.29M as of Q1 2026.
  • Sage Financial Management Group bought 1,534 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $46K.
  • Schwab U.S Small- Cap ETF made up 0.7% of Sage Financial Management Group's portfolio in Q1 2026, its #20 holding.
  • Sage Financial Management Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Sage Financial Management Group's Schwab U.S Small- Cap ETF position peaked at $3.96M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.