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Schneider Downs Wealth Management Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Schneider Downs Wealth Management 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 		$1.37M Sell
46,984
-280
-0.6% -$8.39K 0.15% 56
2025
Q4 		$1.35M Buy
47,264
+17
+0% +$480 0.15% 56
2025
Q3 		$1.32M Sell
47,247
-755
-2% -$20.2K 0.16% 56
2025
Q2 		$1.21M Sell
48,002
-1,376
-3% -$32.5K 0.18% 58
2025
Q1 		$1.16M Buy
49,378
+1,376
+3% +$35.1K 0.21% 53
2024
Q4 		$1.24M Sell
48,002
-2,182
-4% -$58.1K 0.23% 52
2024
Q3 		$1.29M Sell
50,184
-1,794
-3% -$44.5K 0.26% 47
2024
Q2 		$1.23M Sell
51,978
-2,212
-4% -$52.4K 0.27% 45
2024
Q1 		$1.33M Sell
54,190
-14,038
-21% -$329K 0.31% 44
2023
Q4 		$1.61M Hold
68,228
– – 0.42% 37
2023
Q3 		$1.41M Sell
68,228
-3,570
-5% -$78.3K 0.33% 37
2023
Q2 		$1.57M Sell
71,798
-11,396
-14% -$238K 0.36% 37
2023
Q1 		$1.74M Sell
83,194
-7,354
-8% -$158K 0.36% 34
2022
Q4 		$1.83M Buy
90,548
+11,750
+15% +$241K 0.4% 34
2022
Q3 		$1.49M Sell
78,798
-2,360
-3% -$49.4K 0.44% 27
2022
Q2 		$1.58M Sell
81,158
-310
-0.4% -$6.63K 0.44% 27
2022
Q1 		$1.93M Sell
81,468
-972
-1% -$22.9K 0.49% 29
2021
Q4 		$2.11M Sell
82,440
-2,440
-3% -$63.1K 0.5% 27
2021
Q3 		$2.12M Sell
84,880
-816
-1% -$20.7K 0.55% 26
2021
Q2 		$2.23M Sell
85,696
-1,280
-1% -$32.7K 0.58% 26
2021
Q1 		$2.17M Hold
86,976
– – 0.53% 24
2020
Q4 		$1.94M Buy
86,976
+212
+0.2% +$4.22K 0.54% 23
2020
Q3 		$1.48M Sell
86,764
-404
-0.5% -$6.96K 0.5% 24
2020
Q2 		$1.42M Sell
87,168
-19,808
-19% -$297K 0.49% 21
2020
Q1 		$1.38M Sell
106,976
-33,252
-24% -$565K 0.51% 23
2019
Q4 		$2.65M Buy
140,228
+29,432
+27% +$533K 0.79% 14
2019
Q3 		$1.93M Buy
110,796
+10,172
+10% +$180K 0.6% 19
2019
Q2 		$1.8M Buy
100,624
+9,136
+10% +$162K 0.63% 18
2019
Q1 		$1.6M Buy
91,488
+6,292
+7% +$108K 0.6% 18
2018
Q4 		$1.29M Buy
85,196
+60,968
+252% +$1.03M 0.56% 17
2018
Q3 		$461K Buy
24,228
+1,428
+6% +$27.2K 0.29% 31
2018
Q2 		$419K Buy
22,800
+4,072
+22% +$73.7K 0.28% 27
2018
Q1 		$324K Buy
+18,728
New +$330K 0.18% 37

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

Schneider Downs Wealth Management Advisors's SCHA Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.59% in Q1 2026, selling an estimated $8.39K and leaving 46,984 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #56.

Schneider Downs Wealth Management Advisors first reported a position in SCHA in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.65M in Q4 2019. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 46,984 shares of Schwab U.S Small- Cap ETF worth $1.37M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 280 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $8.39K.
  • Schwab U.S Small- Cap ETF made up 0.15% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #56 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • Schneider Downs Wealth Management Advisors's Schwab U.S Small- Cap ETF position peaked at $2.65M in Q4 2019.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.