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SCHA icon

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

SignatureFD’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 		$415K Buy
14,272
+1,838
+15% +$55.1K 0.01% 683
2025
Q4 		$354K Sell
12,434
-4,793
-28% -$135K 0.01% 719
2025
Q3 		$481K Buy
17,227
+2,238
+15% +$59.8K 0.01% 605
2025
Q2 		$379K Sell
14,989
-2,188
-13% -$51.7K 0.01% 660
2025
Q1 		$402K Sell
17,177
-8,385
-33% -$214K 0.01% 601
2024
Q4 		$661K Sell
25,562
-4,188
-14% -$111K 0.01% 437
2024
Q3 		$766K Buy
29,750
+118
+0.4% +$2.93K 0.01% 397
2024
Q2 		$703K Sell
29,632
-1,370
-4% -$32.5K 0.01% 397
2024
Q1 		$763K Buy
31,002
+5,584
+22% +$131K 0.02% 382
2023
Q4 		$600K Sell
25,418
-3,294
-11% -$69.4K 0.01% 419
2023
Q3 		$595K Buy
28,712
+4,012
+16% +$88K 0.02% 384
2023
Q2 		$541K Buy
24,700
+13,058
+112% +$272K 0.01% 415
2023
Q1 		$244K Sell
11,642
-6,398
-35% -$138K 0.01% 658
2022
Q4 		$365K Buy
18,040
+5,788
+47% +$119K 0.01% 508
2022
Q3 		$232K Buy
12,252
+3,672
+43% +$76.8K 0.01% 626
2022
Q2 		$167K Buy
8,580
+1,136
+15% +$24.3K 0.01% 755
2022
Q1 		$176K Sell
7,444
-1,980
-21% -$46.7K 0.01% 771
2021
Q4 		$241K Sell
9,424
-160
-2% -$4.14K 0.01% 642
2021
Q3 		$240K Hold
9,584
– – 0.01% 617
2021
Q2 		$250K Buy
9,584
+5,364
+127% +$137K 0.01% 578
2021
Q1 		$105K Buy
4,220
+1,992
+89% +$49K ﹤0.01% 855
2020
Q4 		$50K Buy
2,228
+228
+11% +$4.54K ﹤0.01% 1077
2020
Q3 		$34K Sell
2,000
-128
-6% -$2.2K ﹤0.01% 1148
2020
Q2 		$35K Buy
2,128
+1,204
+130% +$18K ﹤0.01% 1101
2020
Q1 		$12K Buy
924
+716
+344% +$12.2K ﹤0.01% 1415
2019
Q4 		$4K Sell
208
-1,016
-83% -$18.4K ﹤0.01% 1709
2019
Q3 		$21K Buy
1,224
+1,100
+887% +$19.4K ﹤0.01% 1202
2019
Q2 		$2K Sell
124
-14,092
-99% -$249K ﹤0.01% 1786
2019
Q1 		$249K Buy
14,216
+444
+3% +$7.6K 0.02% 328
2018
Q4 		$209K Sell
13,772
-14,124
-51% -$239K 0.02% 348
2018
Q3 		$531K Buy
27,896
+10,516
+61% +$201K 0.05% 185
2018
Q2 		$320K Buy
17,380
+532
+3% +$9.63K 0.04% 282
2018
Q1 		$291K Sell
16,848
-1,048
-6% -$18.5K 0.03% 247
2017
Q4 		$312K Sell
17,896
-1,452
-8% -$24.9K 0.04% 230
2017
Q3 		$326K Sell
19,348
-16
-0.1% -$257 0.04% 192
2017
Q2 		$309K Sell
19,364
-968
-5% -$15.3K 0.04% 182
2017
Q1 		$320K Buy
+20,332
New +$318K 0.05% 189
2016
Q4 		– Sell
-12,916
Closed -$186K – 1023
2016
Q3 		$186K Sell
12,916
-6,512
-34% -$92.4K 0.03% 232
2016
Q2 		$262K Sell
19,428
-4,988
-20% -$66.2K 0.04% 151
2016
Q1 		$318K Buy
24,416
+2,220
+10% +$26.9K 0.05% 118
2015
Q4 		$289K Buy
22,196
+136
+0.6% +$1.81K 0.06% 112
2015
Q3 		$280K Sell
22,060
-3,984
-15% -$54.8K 0.06% 107
2015
Q2 		$374K Buy
26,044
+12
+0% +$174 0.08% 89
2015
Q1 		$375K Buy
26,032
+420
+2% +$5.87K 0.09% 90
2014
Q4 		$353K Buy
25,612
+19,588
+325% +$260K 0.09% 90
2014
Q3 		$77K Buy
6,024
+888
+17% +$11.9K 0.03% 209
2014
Q2 		$70K Sell
5,136
-48
-0.9% -$633 0.02% 219
2014
Q1 		$69K Buy
5,184
+704
+16% +$9.31K 0.03% 161
2013
Q4 		$59K Buy
4,480
+796
+22% +$10K 0.02% 197
2013
Q3 		$44K Buy
3,684
+3,180
+631% +$37.4K 0.02% 221
2013
Q2 		$6K Buy
+504
New +$5.47K ﹤0.01% 392

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

SignatureFD's SCHA Position: Q1 2026 in Review

SignatureFD increased its Schwab U.S Small- Cap ETF (SCHA) stake by 15% in Q1 2026, buying an estimated $55.1K and bringing the position to 14,272 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #683.

SignatureFD first reported a position in SCHA in Q2 2013 and has held it in 51 quarters since. The position peaked at $766K in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • SignatureFD held 14,272 shares of Schwab U.S Small- Cap ETF worth $415K as of Q1 2026.
  • SignatureFD bought 1,838 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $55.1K.
  • Schwab U.S Small- Cap ETF made up 0.01% of SignatureFD's portfolio in Q1 2026, its #683 holding.
  • SignatureFD first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • SignatureFD's Schwab U.S Small- Cap ETF position peaked at $766K in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.