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

Simplex Trading’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 		– Sell
-339
Closed -$9.65K – 10015
2025
Q4 		$9.65K Sell
339
-181
-35% -$5.11K ﹤0.01% 7006
2025
Q3 		$14K Buy
+520
New +$13.9K ﹤0.01% 7659
2025
Q2 		– Sell
-27
Closed – – 9606
2025
Q1 		$0 Buy
+27
New +$688 ﹤0.01% 9530
2024
Q3 		– Sell
-218
Closed -$5K – 9449
2024
Q2 		$5K Sell
218
-456
-68% -$10.8K ﹤0.01% 7899
2024
Q1 		$16K Buy
+674
New +$15.8K ﹤0.01% 7282
2023
Q3 		– Sell
-534
Closed -$11K – 9679
2023
Q2 		$11K Sell
534
-1,344
-72% -$28K ﹤0.01% 7341
2023
Q1 		$39K Buy
+1,878
New +$40.4K ﹤0.01% 6211
2022
Q4 		– Sell
-152
Closed -$2K – 10262
2022
Q3 		$2K Buy
+152
New +$3.18K ﹤0.01% 9349
2022
Q1 		– Sell
-8,568
Closed -$219K – 11270
2021
Q4 		$219K Buy
+8,568
New +$222K ﹤0.01% 5063
2021
Q2 		– Sell
-4,120
Closed -$102K – 10627
2021
Q1 		$102K Buy
+4,120
New +$101K ﹤0.01% 5723
2017
Q4 		– Sell
-848
Closed -$14K – 6587
2017
Q3 		$14K Buy
848
+628
+285% +$10.1K ﹤0.01% 3499
2017
Q2 		$3K Buy
+220
New +$3.48K ﹤0.01% 5026
2015
Q4 		– Sell
-4,032
Closed -$51K – 6053
2015
Q3 		$51K Sell
4,032
-3,536
-47% -$48.7K ﹤0.01% 1983
2015
Q2 		$108K Buy
7,568
+3,320
+78% +$48.1K 0.01% 1162
2015
Q1 		$61K Buy
+4,248
New +$59.3K 0.01% 1419

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

Simplex Trading's SCHA Position: Q1 2026 in Review

Simplex Trading sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 339 shares — an estimated $9.65K sold.

Simplex Trading first reported a position in SCHA in Q1 2015 and held it in 15 quarters. The position peaked at $219K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Simplex Trading reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 339 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $9.65K.
  • Simplex Trading first reported a position in Schwab U.S Small- Cap ETF in Q1 2015 and held it in 15 quarters.
  • Simplex Trading's Schwab U.S Small- Cap ETF position peaked at $219K in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.