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

SFMG Wealth 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 		$390K Buy
13,425
+17
+0.1% +$510 0.03% 219
2025
Q4 		$382K Buy
13,408
+58
+0.4% +$1.64K 0.03% 215
2025
Q3 		$372K Buy
13,350
+41
+0.3% +$1.1K 0.03% 205
2025
Q2 		$337K Buy
13,309
+66
+0.5% +$1.56K 0.03% 193
2025
Q1 		$310K Buy
13,243
+89
+0.7% +$2.27K 0.02% 195
2024
Q4 		$340K Buy
13,154
+80
+0.6% +$2.13K 0.03% 185
2024
Q3 		$337K Sell
13,074
-354
-3% -$8.79K 0.03% 186
2024
Q2 		$319K Buy
13,428
+26
+0.2% +$616 0.03% 187
2024
Q1 		$330K Buy
13,402
+40
+0.3% +$937 0.03% 188
2023
Q4 		$316K Buy
13,362
+110
+0.8% +$2.32K 0.03% 186
2023
Q3 		$274K Buy
13,252
+68
+0.5% +$1.49K 0.03% 190
2023
Q2 		$289K Buy
13,184
+78
+0.6% +$1.63K 0.03% 183
2023
Q1 		$275K Buy
13,106
+66
+0.5% +$1.42K 0.03% 191
2022
Q4 		$264K Sell
13,040
-474
-4% -$9.71K 0.03% 191
2022
Q3 		$259K Buy
13,514
+626
+5% +$13.1K 0.03% 183
2022
Q2 		$251K Buy
12,888
+62
+0.5% +$1.32K 0.03% 201
2022
Q1 		$304K Buy
12,826
+102
+0.8% +$2.41K 0.03% 196
2021
Q4 		$326K Buy
12,724
+28
+0.2% +$724 0.03% 190
2021
Q3 		$318K Buy
12,696
+436
+4% +$11.1K 0.04% 184
2021
Q2 		$319K Buy
12,260
+28
+0.2% +$716 0.04% 187
2021
Q1 		$305K Buy
12,232
+28
+0.2% +$689 0.04% 183
2020
Q4 		$272K Buy
12,204
+44
+0.4% +$876 0.03% 176
2020
Q3 		$208K Buy
+12,160
New +$209K 0.03% 166
2013
Q3 		– Sell
-59,036
Closed -$649K – 72
2013
Q2 		$649K Buy
+59,036
New +$640K 0.26% 33

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

SFMG Wealth Advisors's SCHA Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.13% in Q1 2026, buying an estimated $510 and bringing the position to 13,425 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #219.

SFMG Wealth Advisors first reported a position in SCHA in Q2 2013 and has held it in 24 quarters since. The position peaked at $649K in Q2 2013. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • SFMG Wealth Advisors held 13,425 shares of Schwab U.S Small- Cap ETF worth $390K as of Q1 2026.
  • SFMG Wealth Advisors bought 17 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $510.
  • Schwab U.S Small- Cap ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #219 holding.
  • SFMG Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 24 quarters since.
  • SFMG Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $649K in Q2 2013.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.