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SNS Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SNS Financial Group’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 		$578K Sell
19,885
-244
-1% -$7.31K 0.05% 117
2025
Q4 		$573K Sell
20,129
-1,553
-7% -$43.9K 0.05% 112
2025
Q3 		$605K Sell
21,682
-579
-3% -$15.5K 0.05% 108
2025
Q2 		$563K Buy
22,261
+108
+0.5% +$2.55K 0.05% 109
2025
Q1 		$519K Sell
22,153
-4,513
-17% -$115K 0.05% 113
2024
Q4 		$690K Sell
26,666
-2,624
-9% -$69.8K 0.07% 100
2024
Q3 		$754K Sell
29,290
-478
-2% -$11.9K 0.08% 103
2024
Q2 		$709K Sell
29,768
-2,736
-8% -$64.9K 0.08% 100
2024
Q1 		$800K Sell
32,504
-3,140
-9% -$73.6K 0.09% 96
2023
Q4 		$842K Sell
35,644
-2,608
-7% -$55K 0.1% 89
2023
Q3 		$792K Sell
38,252
-1,624
-4% -$35.6K 0.1% 85
2023
Q2 		$873K Sell
39,876
-3,566
-8% -$74.3K 0.11% 86
2023
Q1 		$911K Sell
43,442
-2,608
-6% -$56.1K 0.12% 87
2022
Q4 		$933K Sell
46,050
-606
-1% -$12.4K 0.13% 88
2022
Q3 		$882K Sell
46,656
-1,298
-3% -$27.1K 0.13% 86
2022
Q2 		$935K Sell
47,954
-466
-1% -$9.96K 0.12% 89
2022
Q1 		$1.15M Sell
48,420
-3,788
-7% -$89.4K 0.13% 89
2021
Q4 		$1.34M Sell
52,208
-6,120
-10% -$158K 0.14% 90
2021
Q3 		$1.46M Sell
58,328
-6,528
-10% -$166K 0.18% 80
2021
Q2 		$1.69M Sell
64,856
-7,176
-10% -$183K 0.21% 65
2021
Q1 		$1.79M Buy
72,032
+808
+1% +$19.9K 0.24% 60
2020
Q4 		$1.58M Buy
71,224
+2,900
+4% +$57.7K 0.23% 62
2020
Q3 		$1.17M Buy
68,324
+5,064
+8% +$87.2K 0.18% 80
2020
Q2 		$1.03M Sell
63,260
-38,288
-38% -$573K 0.19% 77
2020
Q1 		$1.31M Sell
101,548
-3,328
-3% -$56.6K 0.25% 74
2019
Q4 		$1.98M Buy
104,876
+744
+0.7% +$13.5K 0.35% 50
2019
Q3 		$1.81M Buy
104,132
+2,732
+3% +$48.2K 0.35% 52
2019
Q2 		$1.81M Buy
101,400
+13,204
+15% +$233K 0.34% 50
2019
Q1 		$1.54M Sell
88,196
-8,400
-9% -$144K 0.34% 54
2018
Q4 		$1.47M Buy
96,596
+47,696
+98% +$806K 0.36% 55
2018
Q3 		$931K Buy
48,900
+2,600
+6% +$49.6K 0.22% 75
2018
Q2 		$852K Buy
+46,300
New +$838K 0.22% 70

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

SNS Financial Group's SCHA Position: Q1 2026 in Review

SNS Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2026, selling an estimated $7.31K and leaving 19,885 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #117.

SNS Financial Group first reported a position in SCHA in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.98M in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • SNS Financial Group held 19,885 shares of Schwab U.S Small- Cap ETF worth $578K as of Q1 2026.
  • SNS Financial Group sold 244 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $7.31K.
  • Schwab U.S Small- Cap ETF made up 0.05% of SNS Financial Group's portfolio in Q1 2026, its #117 holding.
  • SNS Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • SNS Financial Group's Schwab U.S Small- Cap ETF position peaked at $1.98M in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.