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

Sendero 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	$372K	Hold	12,800	–	–	0.04%	173
2025 Q4	$365K	Hold	12,800	–	–	0.04%	173
2025 Q3	$357K	Hold	12,800	–	–	0.04%	165
2025 Q2	$324K	Hold	12,800	–	–	0.04%	167
2025 Q1	$300K	Hold	12,800	–	–	0.04%	158
2024 Q4	$331K	Hold	12,800	–	–	0.05%	146
2024 Q3	$330K	Hold	12,800	–	–	0.05%	142
2024 Q2	$304K	Hold	12,800	–	–	0.05%	142
2024 Q1	$315K	Hold	12,800	–	–	0.05%	142
2023 Q4	$302K	Hold	12,800	–	–	0.06%	136
2023 Q3	$265K	Hold	12,800	–	–	0.06%	141
2023 Q2	$280K	Buy	+12,800	New	+$267K	0.06%	134

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

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

Sendero Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 12,800 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #173.

Sendero Wealth Management first reported a position in SCHA in Q2 2023 and has held it in 12 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Sendero Wealth Management held 12,800 shares of Schwab U.S Small- Cap ETF worth $372K as of Q1 2026.
Sendero Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.04% of Sendero Wealth Management's portfolio in Q1 2026, its #173 holding.
Sendero Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.