Sebold Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sebold Capital 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
2025 Q1	–	Sell	-7,831	Closed	-$203K	–	76
2024 Q4	$203K	Sell	7,831 -341	-4%	-$9.07K	0.14%	70
2024 Q3	$210K	Sell	8,172 -282	-3%	-$7K	0.14%	66
2024 Q2	$201K	Sell	8,454 -828	-9%	-$19.6K	0.14%	71
2024 Q1	$229K	Hold	9,282	–	–	0.15%	69
2023 Q4	$219K	Sell	9,282 -468	-5%	-$9.86K	0.16%	67
2023 Q3	$202K	Buy	9,750 +6	+0.1%	+$132	0.16%	67
2023 Q2	$213K	Buy	9,744 +4	+0%	+$83	0.17%	63
2023 Q1	$204K	Buy	+9,740	New	+$209K	0.16%	66

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sebold Capital Management's SCHA Position: Q1 2025 in Review

Sebold Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 7,831 shares — an estimated $203K sold.

Sebold Capital Management first reported a position in SCHA in Q1 2023 and held it in 8 quarters. The position peaked at $229K in Q1 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

Sebold Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
Sebold Capital Management sold 7,831 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $203K.
Sebold Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and held it in 8 quarters.
Sebold Capital Management's Schwab U.S Small- Cap ETF position peaked at $229K in Q1 2024.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Sebold Capital Management's 13F filing for Q1 2025, filed 28 Apr 2025.