Sigma Planning Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sigma Planning Corp’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	$334K	Sell	11,480 -256	-2%	-$7.67K	0.01%	1011
2025 Q4	$334K	Buy	11,736 +1,410	+14%	+$39.8K	0.01%	971
2025 Q3	$288K	Sell	10,326 -1,140	-10%	-$30.5K	0.01%	1047
2025 Q2	$290K	Buy	11,466 +2,703	+31%	+$63.9K	0.01%	1005
2025 Q1	$205K	Buy	+8,763	New	+$223K	0.01%	1117
2022 Q3	–	Sell	-19,288	Closed	-$376K	–	1336
2022 Q2	$376K	Buy	19,288 +1,474	+8%	+$31.5K	0.01%	875
2022 Q1	$422K	Buy	+17,814	New	+$421K	0.01%	913
2019 Q4	–	Sell	-14,444	Closed	-$252K	–	1095
2019 Q3	$252K	Sell	14,444 -29,832	-67%	-$527K	0.01%	840
2019 Q2	$791K	Buy	+44,276	New	+$783K	0.04%	404

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

Sigma Planning Corp's SCHA Position: Q1 2026 in Review

Sigma Planning Corp reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q1 2026, selling an estimated $7.67K and leaving 11,480 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #1011.

Sigma Planning Corp first reported a position in SCHA in Q2 2019 and has held it in 9 quarters since. The position peaked at $791K in Q2 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Sigma Planning Corp held 11,480 shares of Schwab U.S Small- Cap ETF worth $334K as of Q1 2026.
Sigma Planning Corp sold 256 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $7.67K.
Schwab U.S Small- Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1011 holding.
Sigma Planning Corp first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 9 quarters since.
Sigma Planning Corp's Schwab U.S Small- Cap ETF position peaked at $791K in Q2 2019.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.