Salomon & Ludwin’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Salomon & Ludwin’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	$31.2K	Sell	1,056 -45	-4%	-$1.35K	﹤0.01%	754
2025 Q4	$32.1K	Hold	1,101	–	–	﹤0.01%	579
2025 Q3	$31.1K	Sell	1,101 -1,201	-52%	-$32.1K	﹤0.01%	558
2025 Q2	$59.6K	Buy	2,302 +858	+59%	+$20.3K	0.01%	247
2025 Q1	$33.8K	Hold	1,444	–	–	﹤0.01%	293
2024 Q4	$37.3K	Buy	1,444 +48	+3%	+$1.28K	﹤0.01%	276
2024 Q3	$35.9K	Sell	1,396 -8,990	-87%	-$223K	﹤0.01%	293
2024 Q2	$246K	Sell	10,386 -2,560	-20%	-$60.7K	0.03%	141
2024 Q1	$319K	Buy	12,946 +9,602	+287%	+$225K	0.03%	152
2023 Q4	$69.3K	Hold	3,344	–	–	0.01%	270
2023 Q3	$69.3K	Buy	+3,344	New	+$73.4K	0.01%	270
2020 Q2	–	Sell	-1,960	Closed	-$25K	–	193
2020 Q1	$25K	Hold	1,960	–	–	0.01%	127
2019 Q4	$37K	Hold	1,960	–	–	0.01%	122
2019 Q3	$34K	Hold	1,960	–	–	0.01%	113
2019 Q2	$35K	Hold	1,960	–	–	0.01%	106
2019 Q1	$34K	Hold	1,960	–	–	0.01%	105
2018 Q4	$30K	Buy	+1,960	New	+$33.1K	0.01%	106

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Salomon & Ludwin's SCHA Position: Q1 2026 in Review

Salomon & Ludwin reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.1% in Q1 2026, selling an estimated $1.35K and leaving 1,056 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Salomon & Ludwin first reported a position in SCHA in Q4 2018 and has held it in 17 quarters since. The position peaked at $319K in Q1 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Salomon & Ludwin held 1,056 shares of Schwab U.S Small- Cap ETF worth $31.2K as of Q1 2026.
Salomon & Ludwin sold 45 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.35K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #754 holding.
Salomon & Ludwin first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 17 quarters since.
Salomon & Ludwin's Schwab U.S Small- Cap ETF position peaked at $319K in Q1 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.