Smith, Moore & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$382K Buy
13,147
+3,470
+36% +$104K 0.03% 380
2025
Q4
$276K Buy
9,677
+207
+2% +$5.84K 0.02% 431
2025
Q3
$264K Buy
9,470
+893
+10% +$23.9K 0.02% 434
2025
Q2
$217K Buy
+8,577
New +$203K 0.02% 471
2025
Q1
Sell
-9,519
Closed -$246K 502
2024
Q4
$246K Buy
+9,519
New +$253K 0.02% 409

Other funds holding SCHA

Smith, Moore & Co's SCHA Position: Q1 2026 in Review

Smith, Moore & Co increased its Schwab U.S Small- Cap ETF (SCHA) stake by 36% in Q1 2026, buying an estimated $104K and bringing the position to 13,147 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #380.

Smith, Moore & Co first reported a position in SCHA in Q4 2024 and has held it in 5 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Smith, Moore & Co held 13,147 shares of Schwab U.S Small- Cap ETF worth $382K as of Q1 2026.
  • Smith, Moore & Co bought 3,470 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $104K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Smith, Moore & Co's portfolio in Q1 2026, its #380 holding.
  • Smith, Moore & Co first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.