SWM
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Sculati Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sculati Wealth Management’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 Sell
36,242
-15
-0% -$450 0.39% 64
2025
Q4 		$1.03M Sell
36,257
-79
-0.2% -$2.23K 0.36% 66
2025
Q3 		$1.01M Sell
36,336
-1,121
-3% -$30K 0.36% 70
2025
Q2 		$948K Sell
37,457
-4,576
-11% -$108K 0.36% 72
2025
Q1 		$985K Sell
42,033
-6,310
-13% -$161K 0.4% 59
2024
Q4 		$1.25M Sell
48,343
-2,427
-5% -$64.6K 0.49% 50
2024
Q3 		$1.31M Sell
50,770
-61,452
-55% -$1.53M 0.52% 51
2024
Q2 		$2.66M Sell
112,222
-121,104
-52% -$2.87M 1.14% 27
2024
Q1 		$5.74M Sell
233,326
-1,918
-0.8% -$44.9K 2.48% 8
2023
Q4 		$5.56M Buy
235,244
+814
+0.3% +$17.2K 2.59% 8
2023
Q3 		$4.86M Buy
234,430
+3,714
+2% +$81.5K 2.48% 8
2023
Q2 		$5.05M Buy
230,716
+2,574
+1% +$53.6K 2.54% 8
2023
Q1 		$4.78M Sell
228,142
-718
-0.3% -$15.4K 2.54% 8
2022
Q4 		$4.64M Buy
228,860
+1,120
+0.5% +$23K 2.6% 8
2022
Q3 		$4.3M Buy
227,740
+1,122
+0.5% +$23.5K 2.54% 8
2022
Q2 		$4.42M Buy
226,618
+5,738
+3% +$123K 2.52% 8
2022
Q1 		$5.23M Buy
220,880
+2,852
+1% +$67.3K 2.56% 9
2021
Q4 		$5.58M Buy
218,028
+2,044
+0.9% +$52.9K 2.7% 9
2021
Q3 		$5.41M Sell
215,984
-1,600
-0.7% -$40.6K 2.86% 8
2021
Q2 		$5.67M Sell
217,584
-516
-0.2% -$13.2K 3% 8
2021
Q1 		$5.43M Sell
218,100
-732
-0.3% -$18K 3.13% 6
2020
Q4 		$4.87M Sell
218,832
-1,048
-0.5% -$20.9K 3.2% 8
2020
Q3 		$3.76M Sell
219,880
-2,068
-0.9% -$35.6K 2.81% 8
2020
Q2 		$3.63M Sell
221,948
-6,660
-3% -$99.7K 3.06% 8
2020
Q1 		$2.94M Buy
228,608
+6,472
+3% +$110K 3.24% 7
2019
Q4 		$4.2M Buy
+222,136
New +$4.02M 3.77% 4

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

Sculati Wealth Management's SCHA Position: Q1 2026 in Review

Sculati Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.04% in Q1 2026, selling an estimated $450 and leaving 36,242 shares worth $1.05M. The position accounts for 0.39% of the portfolio, ranked #64.

Sculati Wealth Management first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.74M in Q1 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Sculati Wealth Management held 36,242 shares of Schwab U.S Small- Cap ETF worth $1.05M as of Q1 2026.
  • Sculati Wealth Management sold 15 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $450.
  • Schwab U.S Small- Cap ETF made up 0.39% of Sculati Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Sculati Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Schwab U.S Small- Cap ETF position peaked at $5.74M in Q1 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.