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

Scarborough Advisors’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	$1.05M	Buy	+36,007	New	+$1.08M	0.11%	80
2025 Q2	–	Sell	-41,025	Closed	-$961K	–	492
2025 Q1	$961K	Sell	41,025 -5,070	-11%	-$129K	0.14%	70
2024 Q4	$1.19M	Sell	46,095 -6,311	-12%	-$168K	0.17%	64
2024 Q3	$1.35M	Buy	+52,406	New	+$1.3M	0.22%	45
2024 Q1	–	Sell	-366,494	Closed	-$8.66M	–	653
2023 Q4	$8.66M	Buy	366,494 +7,700	+2%	+$162K	1.78%	14
2023 Q3	$7.43M	Buy	358,794 +46,080	+15%	+$1.01M	1.8%	17
2023 Q2	$6.85M	Buy	312,714 +4,182	+1%	+$87.2K	1.64%	20
2023 Q1	$6.47M	Buy	308,532 +4,510	+1%	+$96.9K	1.63%	21
2022 Q4	$6.16M	Sell	304,022 -49,382	-14%	-$1.01M	1.65%	19
2022 Q3	$6.68M	Buy	353,404 +964	+0.3%	+$20.2K	2.08%	15
2022 Q2	$6.87M	Sell	352,440 -164,278	-32%	-$3.51M	2.34%	13
2022 Q1	$12.2M	Sell	516,718 -325,750	-39%	-$7.69M	3.91%	8
2021 Q4	$21.6M	Buy	+842,468	New	+$21.8M	7.41%	2

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

Scarborough Advisors's SCHA Position: Q1 2026 in Review

Scarborough Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 36,007 shares worth $1.05M. The stake represents 0.11% of the portfolio and ranks #80 among its holdings. This is a return to the name: Scarborough Advisors previously reported a position in SCHA as recently as Q1 2025.

Scarborough Advisors first reported a position in SCHA in Q4 2021 and has held it in 13 quarters since. The position peaked at $21.6M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Scarborough Advisors held 36,007 shares of Schwab U.S Small- Cap ETF worth $1.05M as of Q1 2026.
Schwab U.S Small- Cap ETF was a new Scarborough Advisors position in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.11% of Scarborough Advisors's portfolio in Q1 2026, its #80 holding.
Scarborough Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 13 quarters since.
Scarborough Advisors's Schwab U.S Small- Cap ETF position peaked at $21.6M in Q4 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.