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

Savant 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 		$42.6M Sell
1,464,613
-52,087
-3% -$1.56M 0.21% 75
2025
Q4 		$43.2M Sell
1,516,700
-101,672
-6% -$2.87M 0.25% 63
2025
Q3 		$45.2M Buy
1,618,372
+50,562
+3% +$1.35M 0.27% 63
2025
Q2 		$39.7M Sell
1,567,810
-129,906
-8% -$3.07M 0.29% 54
2025
Q1 		$39.8M Sell
1,697,716
-188,488
-10% -$4.8M 0.34% 47
2024
Q4 		$48.8M Sell
1,886,204
-162,628
-8% -$4.33M 0.38% 46
2024
Q3 		$52.8M Sell
2,048,832
-167,724
-8% -$4.16M 0.44% 42
2024
Q2 		$52.6M Sell
2,216,556
-93,084
-4% -$2.21M 0.53% 36
2024
Q1 		$56.9M Sell
2,309,640
-50,032
-2% -$1.17M 0.65% 28
2023
Q4 		$55.7M Sell
2,359,672
-35,222
-1% -$742K 0.72% 27
2023
Q3 		$49.6M Buy
2,394,894
+86,798
+4% +$1.9M 0.74% 27
2023
Q2 		$50.5M Sell
2,308,096
-42,598
-2% -$888K 0.79% 26
2023
Q1 		$49.3M Sell
2,350,694
-94,350
-4% -$2.03M 0.92% 24
2022
Q4 		$48.5M Sell
2,445,044
-214,098
-8% -$4.39M 1.19% 21
2022
Q3 		$50.3M Sell
2,659,142
-207,250
-7% -$4.33M 1.57% 15
2022
Q2 		$55.9M Buy
2,866,392
+394,298
+16% +$8.43M 1.69% 14
2022
Q1 		$58.5M Buy
2,472,094
+71,698
+3% +$1.69M 1.92% 12
2021
Q4 		$61.5M Buy
2,400,396
+1,482,972
+162% +$38.4M 1.99% 12
2021
Q3 		$23M Buy
917,424
+259,936
+40% +$6.6M 0.84% 27
2021
Q2 		$17.1M Buy
657,488
+9,596
+1% +$245K 0.69% 31
2021
Q1 		$16.1M Buy
647,892
+1,096
+0.2% +$27K 0.87% 27
2020
Q4 		$14.4M Buy
646,796
+4,272
+0.7% +$85.1K 0.84% 25
2020
Q3 		$11M Buy
642,524
+19,104
+3% +$329K 0.75% 28
2020
Q2 		$10.2M Buy
623,420
+179,420
+40% +$2.69M 0.77% 29
2020
Q1 		$5.72M Buy
444,000
+341,800
+334% +$5.81M 0.54% 40
2019
Q4 		$1.93M Buy
102,200
+23,616
+30% +$427K 0.24% 93
2019
Q3 		$1.37M Buy
78,584
+7,180
+10% +$127K 0.19% 100
2019
Q2 		$1.28M Buy
71,404
+3,624
+5% +$64.1K 0.18% 101
2019
Q1 		$1.19M Buy
67,780
+4,008
+6% +$68.6K 0.22% 87
2018
Q4 		$967K Buy
63,772
+1,296
+2% +$21.9K 0.2% 94
2018
Q3 		$1.19M Buy
62,476
+1,680
+3% +$32K 0.21% 92
2018
Q2 		$1.12M Buy
60,796
+2,508
+4% +$45.4K 0.24% 78
2018
Q1 		$1.01M Buy
58,288
+2,576
+5% +$45.4K 0.21% 83
2017
Q4 		$971K Buy
55,712
+5,248
+10% +$89.8K 0.2% 87
2017
Q3 		$850K Buy
50,464
+2,048
+4% +$32.9K 0.19% 84
2017
Q2 		$774K Buy
48,416
+7,692
+19% +$121K 0.18% 91
2017
Q1 		$641K Buy
40,724
+868
+2% +$13.6K 0.16% 104
2016
Q4 		$613K Sell
39,856
-2,760
-6% -$40.6K 0.16% 102
2016
Q3 		$613K Sell
42,616
-228
-0.5% -$3.23K 0.17% 103
2016
Q2 		$579K Buy
42,844
+3,412
+9% +$45.3K 0.17% 105
2016
Q1 		$513K Buy
39,432
+4,064
+11% +$49.2K 0.16% 109
2015
Q4 		$461K Buy
35,368
+4,656
+15% +$62.1K 0.14% 116
2015
Q3 		$390K Buy
30,712
+912
+3% +$12.6K 0.14% 124
2015
Q2 		$428K Buy
29,800
+3,800
+15% +$55.1K 0.14% 122
2015
Q1 		$374K Buy
26,000
+3,880
+18% +$54.2K 0.13% 130
2014
Q4 		$305K Buy
+22,120
New +$294K 0.12% 152

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

Savant Capital's SCHA Position: Q1 2026 in Review

Savant Capital reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.4% in Q1 2026, selling an estimated $1.56M and leaving 1,464,613 shares worth $42.6M. The position accounts for 0.21% of the portfolio, ranked #75.

Savant Capital first reported a position in SCHA in Q4 2014 and has held it in 46 quarters since. The position peaked at $61.5M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Savant Capital held 1,464,613 shares of Schwab U.S Small- Cap ETF worth $42.6M as of Q1 2026.
  • Savant Capital sold 52,087 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.56M.
  • Schwab U.S Small- Cap ETF made up 0.21% of Savant Capital's portfolio in Q1 2026, its #75 holding.
  • Savant Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • Savant Capital's Schwab U.S Small- Cap ETF position peaked at $61.5M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.