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Sheaff Brock Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		– Sell
-13,020
Closed -$337K – 477
2024
Q4 		$337K Sell
13,020
-13,800
-51% -$367K 0.03% 315
2024
Q3 		$691K Sell
26,820
-3,100
-10% -$77K 0.06% 217
2024
Q2 		$710K Buy
29,920
+500
+2% +$11.9K 0.07% 204
2024
Q1 		$724K Buy
29,420
+500
+2% +$11.7K 0.05% 237
2023
Q4 		$683K Buy
28,920
+3,000
+12% +$63.2K 0.05% 220
2023
Q3 		$537K Hold
25,920
– – 0.05% 241
2023
Q2 		$568K Hold
25,920
– – 0.05% 238
2023
Q1 		$543K Hold
25,920
– – 0.05% 251
2022
Q4 		$525K Sell
25,920
-600
-2% -$12.3K 0.05% 240
2022
Q3 		$501K Hold
26,520
– – 0.05% 236
2022
Q2 		$517K Buy
26,520
+2,400
+10% +$51.3K 0.04% 243
2022
Q1 		$571K Buy
24,120
+2,280
+10% +$53.8K 0.04% 257
2021
Q4 		$559K Buy
21,840
+600
+3% +$15.5K 0.04% 262
2021
Q3 		$531K Buy
21,240
+1,120
+6% +$28.4K 0.04% 258
2021
Q2 		$524K Buy
20,120
+320
+2% +$8.18K 0.04% 260
2021
Q1 		$493K Sell
19,800
-728
-4% -$17.9K 0.04% 255
2020
Q4 		$457K Buy
20,528
+7,600
+59% +$151K 0.04% 255
2020
Q3 		$221K Buy
+12,928
New +$223K 0.02% 371

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sheaff Brock Investment Advisors's SCHA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 13,020 shares — an estimated $337K sold.

Sheaff Brock Investment Advisors first reported a position in SCHA in Q3 2020 and held it in 18 quarters. The position peaked at $724K in Q1 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Sheaff Brock Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 13,020 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $337K.
  • Sheaff Brock Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and held it in 18 quarters.
  • Sheaff Brock Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $724K in Q1 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.