SRC
SCHA icon

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

Sage Rhino 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 		$587K Buy
20,188
+5
+0% +$150 0.11% 133
2025
Q4 		$575K Buy
20,183
+15
+0.1% +$424 0.11% 136
2025
Q3 		$563K Buy
20,168
+10
+0% +$267 0.11% 138
2025
Q2 		$510K Buy
20,158
+11
+0.1% +$260 0.11% 136
2025
Q1 		$472K Buy
20,147
+193
+1% +$4.92K 0.11% 142
2024
Q4 		$516K Buy
19,954
+18
+0.1% +$479 0.11% 132
2024
Q3 		$513K Buy
19,936
+20
+0.1% +$497 0.11% 132
2024
Q2 		$472K Hold
19,916
– – 0.11% 135
2024
Q1 		$490K Buy
19,916
+6
+0% +$141 0.12% 131
2023
Q4 		$470K Buy
19,910
+1,136
+6% +$23.9K 0.12% 126
2023
Q3 		$389K Hold
18,774
– – 0.11% 139
2023
Q2 		$411K Buy
18,774
+530
+3% +$11K 0.11% 134
2023
Q1 		$382K Buy
18,244
+44
+0.2% +$946 0.11% 143
2022
Q4 		$369K Hold
18,200
– – 0.12% 137
2022
Q3 		$344K Hold
18,200
– – 0.14% 115
2022
Q2 		$355K Hold
18,200
– – 0.14% 127
2022
Q1 		$431K Hold
18,200
– – 0.13% 134
2021
Q4 		$466K Buy
18,200
+1,164
+7% +$30.1K 0.13% 128
2021
Q3 		$426K Hold
17,036
– – 0.13% 120
2021
Q2 		$444K Hold
17,036
– – 0.13% 120
2021
Q1 		$424K Hold
17,036
– – 0.14% 107
2020
Q4 		$379K Hold
17,036
– – 0.15% 110
2020
Q3 		$291K Sell
17,036
-1,164
-6% -$20K 0.14% 118
2020
Q2 		$297K Hold
18,200
– – 0.16% 112
2020
Q1 		$234K Hold
18,200
– – 0.17% 110
2019
Q4 		$343K Hold
18,200
– – 0.2% 106
2019
Q3 		$317K Buy
18,200
+1,164
+7% +$20.6K 0.2% 99
2019
Q2 		$304K Sell
17,036
-1,164
-6% -$20.6K 0.2% 99
2019
Q1 		$318K Buy
+18,200
New +$311K 0.21% 92

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 Rhino Capital's SCHA Position: Q1 2026 in Review

Sage Rhino Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.02% in Q1 2026, buying an estimated $150 and bringing the position to 20,188 shares worth $587K. The position accounts for 0.11% of the portfolio, ranked #133.

Sage Rhino Capital first reported a position in SCHA in Q1 2019 and has held it in 29 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Sage Rhino Capital held 20,188 shares of Schwab U.S Small- Cap ETF worth $587K as of Q1 2026.
  • Sage Rhino Capital bought 5 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $150.
  • Schwab U.S Small- Cap ETF made up 0.11% of Sage Rhino Capital's portfolio in Q1 2026, its #133 holding.
  • Sage Rhino Capital first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.