Sonora Investment Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sonora Investment Management 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
2025 Q3	$414K	Buy	14,832 +1,230	+9%	+$32.9K	0.03%	190
2025 Q2	$344K	Buy	13,602 +100	+0.7%	+$2.36K	0.03%	205
2025 Q1	$316K	Sell	13,502 -866	-6%	-$22.1K	0.03%	217
2024 Q4	$372K	Buy	14,368 +574	+4%	+$15.3K	0.03%	193
2024 Q3	$355K	Buy	13,794 +4,176	+43%	+$104K	0.03%	202
2024 Q2	$237K	Hold	9,618	–	–	0.02%	245
2024 Q1	$237K	Sell	9,618 -1,266	-12%	-$29.7K	0.02%	246
2023 Q4	$257K	Buy	+10,884	New	+$229K	0.02%	224
2023 Q3	–	Sell	-17,122	Closed	-$375K	–	276
2023 Q2	$375K	Buy	17,122 +1,266	+8%	+$26.4K	0.03%	182
2023 Q1	$332K	Sell	15,856 -16,984	-52%	-$365K	0.03%	198
2022 Q4	$665K	Buy	+32,840	New	+$673K	0.06%	148

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Sonora Investment Management Group's SCHA Position: Q3 2025 in Review

Sonora Investment Management Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9% in Q3 2025, buying an estimated $32.9K and bringing the position to 14,832 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #190.

Sonora Investment Management Group first reported a position in SCHA in Q4 2022 and has held it in 11 quarters since. The position peaked at $665K in Q4 2022. 1,168 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

Sonora Investment Management Group held 14,832 shares of Schwab U.S Small- Cap ETF worth $414K as of Q3 2025.
Sonora Investment Management Group bought 1,230 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $32.9K.
Schwab U.S Small- Cap ETF made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #190 holding.
Sonora Investment Management Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 11 quarters since.
Sonora Investment Management Group's Schwab U.S Small- Cap ETF position peaked at $665K in Q4 2022.
1,168 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.