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

Simplicity Wealth’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 		$467K Sell
16,072
-13,303
-45% -$399K 0.03% 468
2025
Q4 		$837K Buy
29,375
+1,559
+6% +$44K 0.05% 319
2025
Q3 		$776K Buy
27,816
+9,586
+53% +$256K 0.04% 351
2025
Q2 		$461K Buy
18,230
+8,954
+97% +$212K 0.02% 474
2025
Q1 		$217K Buy
9,276
+171
+2% +$4.36K 0.02% 509
2024
Q4 		$235K Sell
9,105
-497
-5% -$13.2K 0.05% 278
2024
Q3 		$247K Sell
9,602
-295,442
-97% -$7.34M 0.02% 426
2024
Q2 		$7.24M Buy
305,044
+15,228
+5% +$361K 0.16% 128
2024
Q1 		$7.14M Buy
+289,816
New +$6.79M 0.17% 124
2022
Q4 		– Sell
-143,574
Closed -$2.71M – 75
2022
Q3 		$2.71M Buy
143,574
+27,750
+24% +$580K 3.64% 7
2022
Q2 		$2.26M Sell
115,824
-65,374
-36% -$1.4M 3.3% 10
2022
Q1 		$4.29M Sell
181,198
-58,470
-24% -$1.38M 4.17% 7
2021
Q4 		$6.14M Buy
+239,668
New +$6.2M 3.31% 9

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

Simplicity Wealth's SCHA Position: Q1 2026 in Review

Simplicity Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 45% in Q1 2026, selling an estimated $399K and leaving 16,072 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #468.

Simplicity Wealth first reported a position in SCHA in Q4 2021 and has held it in 13 quarters since. The position peaked at $7.24M in Q2 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Simplicity Wealth held 16,072 shares of Schwab U.S Small- Cap ETF worth $467K as of Q1 2026.
  • Simplicity Wealth sold 13,303 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $399K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #468 holding.
  • Simplicity Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • Simplicity Wealth's Schwab U.S Small- Cap ETF position peaked at $7.24M in Q2 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.