Smartleaf Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Smartleaf Asset Management’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	$198K	Buy	7,037 +3,433	+95%	+$103K	0.01%	790
2025 Q4	$104K	Sell	3,604 -21,377	-86%	-$604K	﹤0.01%	1169
2025 Q3	$696K	Buy	24,981 +21,299	+578%	+$570K	0.04%	410
2025 Q2	$93K	Buy	3,682 +3,074	+506%	+$72.7K	0.01%	890
2025 Q1	$14.3K	Buy	608 +43	+8%	+$1.1K	﹤0.01%	1774
2024 Q4	$14.6K	Sell	565 -459	-45%	-$12.2K	﹤0.01%	1824
2024 Q3	$26.3K	Sell	1,024 -3,542	-78%	-$87.9K	﹤0.01%	1190
2024 Q2	$108K	Sell	4,566 -5,620	-55%	-$133K	0.02%	552
2024 Q1	$250K	Buy	10,186 +7,672	+305%	+$180K	0.05%	311
2023 Q4	$60.2K	Buy	+2,514	New	+$53K	0.02%	513

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

Smartleaf Asset Management's SCHA Position: Q1 2026 in Review

Smartleaf Asset Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 95% in Q1 2026, buying an estimated $103K and bringing the position to 7,037 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #790.

Smartleaf Asset Management first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. The position peaked at $696K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Smartleaf Asset Management held 7,037 shares of Schwab U.S Small- Cap ETF worth $198K as of Q1 2026.
Smartleaf Asset Management bought 3,433 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $103K.
Schwab U.S Small- Cap ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #790 holding.
Smartleaf Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Schwab U.S Small- Cap ETF position peaked at $696K in Q3 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.