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

SOA Wealth Advisors’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	$18.6K	Hold	640	–	–	﹤0.01%	507
2025 Q4	$18.2K	Hold	640	–	–	﹤0.01%	515
2025 Q3	$17.9K	Hold	640	–	–	﹤0.01%	537
2025 Q2	$16.2K	Hold	640	–	–	﹤0.01%	540
2025 Q1	$15K	Hold	640	–	–	﹤0.01%	514
2024 Q4	$16.6K	Hold	640	–	–	﹤0.01%	482
2024 Q3	$16.5K	Sell	640 -30	-4%	-$745	﹤0.01%	482
2024 Q2	$15.9K	Sell	670 -500	-43%	-$11.9K	﹤0.01%	475
2024 Q1	$28.8K	Buy	1,170 +374	+47%	+$8.76K	0.01%	386
2023 Q4	$18.8K	Hold	796	–	–	﹤0.01%	439
2023 Q3	$16.5K	Hold	796	–	–	﹤0.01%	454
2023 Q2	$17.4K	Hold	796	–	–	﹤0.01%	455
2023 Q1	$16.7K	Hold	796	–	–	﹤0.01%	453
2022 Q4	$16.1K	Hold	796	–	–	﹤0.01%	442
2022 Q3	$15K	Hold	796	–	–	﹤0.01%	443
2022 Q2	$15K	Hold	796	–	–	﹤0.01%	435
2022 Q1	$18K	Buy	796 +156	+24%	+$3.68K	﹤0.01%	489
2021 Q4	$16K	Hold	640	–	–	﹤0.01%	489
2021 Q3	$16K	Hold	640	–	–	﹤0.01%	492
2021 Q2	$16K	Hold	640	–	–	﹤0.01%	493
2021 Q1	$15K	Hold	640	–	–	﹤0.01%	449
2020 Q4	$16K	Buy	+640	New	+$12.7K	﹤0.01%	442

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

SOA Wealth Advisors's SCHA Position: Q1 2026 in Review

SOA Wealth Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 640 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

SOA Wealth Advisors first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. The position peaked at $28.8K in Q1 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

SOA Wealth Advisors held 640 shares of Schwab U.S Small- Cap ETF worth $18.6K as of Q1 2026.
SOA Wealth Advisors 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 SOA Wealth Advisors's portfolio in Q1 2026, its #507 holding.
SOA Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $28.8K in Q1 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.