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SOL Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SOL Capital 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 		– Sell
-12,544
Closed -$357K – 251
2025
Q4 		$357K Buy
12,544
+248
+2% +$7K 0.03% 266
2025
Q3 		$343K Sell
12,296
-99
-0.8% -$2.65K 0.03% 258
2025
Q2 		$314K Buy
12,395
+2,416
+24% +$57.1K 0.03% 262
2025
Q1 		$234K Buy
9,979
+1
+0% +$25 0.03% 283
2024
Q4 		$258K Hold
9,978
– – 0.03% 275
2024
Q3 		$257K Sell
9,978
-662
-6% -$16.4K 0.03% 277
2024
Q2 		$252K Sell
10,640
-260
-2% -$6.16K 0.03% 271
2024
Q1 		$268K Sell
10,900
-28,658
-72% -$671K 0.03% 270
2023
Q4 		$934K Buy
39,558
+310
+0.8% +$6.53K 0.13% 162
2023
Q3 		$813K Sell
39,248
-26,996
-41% -$592K 0.13% 162
2023
Q2 		$1.45M Sell
66,244
-25,052
-27% -$522K 0.22% 121
2023
Q1 		$1.91M Buy
91,296
+80,496
+745% +$1.73M 0.31% 97
2022
Q4 		$219K Buy
+10,800
New +$221K 0.04% 264
2022
Q2 		– Sell
-10,020
Closed -$237K – 264
2022
Q1 		$237K Sell
10,020
-340
-3% -$8.03K 0.04% 245
2021
Q4 		$265K Hold
10,360
– – 0.05% 237
2021
Q3 		$259K Buy
10,360
+8
+0.1% +$203 0.05% 229
2021
Q2 		$270K Buy
10,352
+280
+3% +$7.16K 0.05% 223
2021
Q1 		$251K Sell
10,072
-232
-2% -$5.71K 0.05% 219
2020
Q4 		$229K Buy
+10,304
New +$205K 0.05% 219
2020
Q1 		– Sell
-19,032
Closed -$360K – 228
2019
Q4 		$360K Buy
19,032
+124
+0.7% +$2.24K 0.09% 186
2019
Q3 		$330K Buy
18,908
+2,000
+12% +$35.3K 0.09% 194
2019
Q2 		$302K Buy
16,908
+2,560
+18% +$45.3K 0.08% 201
2019
Q1 		$251K Buy
+14,348
New +$245K 0.07% 219

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

SOL Capital Management's SCHA Position: Q1 2026 in Review

SOL Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 12,544 shares — an estimated $357K sold.

SOL Capital Management first reported a position in SCHA in Q1 2019 and held it in 23 quarters. The position peaked at $1.91M in Q1 2023. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • SOL Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 12,544 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $357K.
  • SOL Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and held it in 23 quarters.
  • SOL Capital Management's Schwab U.S Small- Cap ETF position peaked at $1.91M in Q1 2023.
  • 1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.