SM
SCHA icon

Sensible Money’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sensible Money’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 		$3.7M Sell
127,320
-402
-0.3% -$12.1K 1.13% 9
2025
Q4 		$3.64M Buy
127,722
+10,387
+9% +$293K 1.16% 9
2025
Q3 		$3.27M Sell
117,335
-1,577
-1% -$42.2K 1.11% 9
2025
Q2 		$3.01M Buy
118,912
+94
+0.1% +$2.22K 1.14% 9
2025
Q1 		$2.78M Buy
118,818
+547
+0.5% +$13.9K 1.19% 9
2024
Q4 		$3.06M Sell
118,271
-641
-0.5% -$17.1K 1.34% 9
2024
Q3 		$3.06M Sell
118,912
-38
-0% -$943 1.34% 9
2024
Q2 		$2.82M Sell
118,950
-4,490
-4% -$106K 1.38% 9
2024
Q1 		$3.04M Sell
123,440
-4,196
-3% -$98.3K 1.63% 7
2023
Q4 		$3.01M Sell
127,636
-250
-0.2% -$5.27K 1.81% 8
2023
Q3 		$2.65M Sell
127,886
-2,728
-2% -$59.9K 1.87% 7
2023
Q2 		$2.86M Sell
130,614
-370
-0.3% -$7.71K 2.08% 7
2023
Q1 		$2.75M Sell
130,984
-2,916
-2% -$62.7K 2.37% 7
2022
Q4 		$2.71M Buy
+133,900
New +$2.74M 2.9% 7

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

Sensible Money's SCHA Position: Q1 2026 in Review

Sensible Money reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.31% in Q1 2026, selling an estimated $12.1K and leaving 127,320 shares worth $3.7M. The position accounts for 1.13% of the portfolio, ranked #9.

Sensible Money first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Sensible Money held 127,320 shares of Schwab U.S Small- Cap ETF worth $3.7M as of Q1 2026.
  • Sensible Money sold 402 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $12.1K.
  • Schwab U.S Small- Cap ETF made up 1.13% of Sensible Money's portfolio in Q1 2026, its #9 holding.
  • Sensible Money first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.