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Sittner & Nelson’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sittner & Nelson’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 		$1.28K Hold
44
– – ﹤0.01% 532
2025
Q4 		$1.36K Hold
44
– – ﹤0.01% 494
2025
Q3 		$1.23K Hold
44
– – ﹤0.01% 461
2025
Q2 		$1.11K Hold
44
– – ﹤0.01% 472
2025
Q1 		$1.03K Hold
44
– – ﹤0.01% 463
2024
Q4 		$1.14K Buy
+44
New +$1.17K ﹤0.01% 446

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

Sittner & Nelson's SCHA Position: Q1 2026 in Review

Sittner & Nelson held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 44 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Sittner & Nelson first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Sittner & Nelson held 44 shares of Schwab U.S Small- Cap ETF worth $1.28K as of Q1 2026.
  • Sittner & Nelson left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q1 2026, its #532 holding.
  • Sittner & Nelson first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Sittner & Nelson's Schwab U.S Small- Cap ETF position peaked at $1.36K in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.