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Savvy Advisors Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Savvy Advisors Inc’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 		$2.46M Buy
84,498
+2,068
+3% +$62K 0.07% 233
2025
Q4 		$2.35M Buy
82,430
+1,938
+2% +$54.7K 0.08% 201
2025
Q3 		$2.25M Buy
80,492
+9,641
+14% +$258K 0.1% 136
2025
Q2 		$1.79M Buy
70,851
+4,242
+6% +$100K 0.12% 132
2025
Q1 		$1.56M Buy
66,609
+2,807
+4% +$71.5K 0.16% 107
2024
Q4 		$1.65M Buy
63,802
+2,026
+3% +$53.9K 0.2% 87
2024
Q3 		$1.59M Buy
61,776
+7,560
+14% +$188K 0.32% 65
2024
Q2 		$1.29M Buy
54,216
+636
+1% +$15.1K 0.42% 54
2024
Q1 		$1.32M Buy
53,580
+8,930
+20% +$209K 0.76% 28
2023
Q4 		$1.05M Buy
+44,650
New +$941K 1.02% 17

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

Savvy Advisors Inc's SCHA Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.5% in Q1 2026, buying an estimated $62K and bringing the position to 84,498 shares worth $2.46M. The position accounts for 0.07% of the portfolio, ranked #233.

Savvy Advisors Inc first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Savvy Advisors Inc held 84,498 shares of Schwab U.S Small- Cap ETF worth $2.46M as of Q1 2026.
  • Savvy Advisors Inc bought 2,068 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $62K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #233 holding.
  • Savvy Advisors Inc first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.