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Souders Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Souders Financial 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 		$687K Sell
23,629
-7,476
-24% -$224K 0.08% 119
2025
Q4 		$886K Sell
31,105
-2,493
-7% -$70.4K 0.1% 97
2025
Q3 		$937K Sell
33,598
-5,140
-13% -$137K 0.11% 88
2025
Q2 		$980K Sell
38,738
-27,999
-42% -$662K 0.12% 87
2025
Q1 		$1.56M Sell
66,737
-354,543
-84% -$9.04M 0.22% 66
2024
Q4 		$10.9M Sell
421,280
-26,330
-6% -$701K 1.52% 15
2024
Q3 		$11.5M Buy
447,610
+13,260
+3% +$329K 1.61% 15
2024
Q2 		$10.3M Buy
434,350
+15,900
+4% +$377K 1.55% 16
2024
Q1 		$10.3M Buy
418,450
+12,042
+3% +$282K 1.63% 16
2023
Q4 		$9.6M Buy
406,408
+12,910
+3% +$272K 1.64% 16
2023
Q3 		$8.15M Buy
393,498
+14,430
+4% +$317K 1.56% 18
2023
Q2 		$8.3M Buy
379,068
+29,732
+9% +$620K 1.59% 18
2023
Q1 		$7.32M Buy
349,336
+16,002
+5% +$344K 1.56% 17
2022
Q4 		$6.75M Buy
333,334
+15,046
+5% +$308K 1.54% 18
2022
Q3 		$6.02M Buy
318,288
+19,206
+6% +$402K 1.63% 15
2022
Q2 		$5.83M Buy
299,082
+15,438
+5% +$330K 1.68% 13
2022
Q1 		$6.72M Buy
283,644
+17,752
+7% +$419K 1.94% 10
2021
Q4 		$6.81M Buy
265,892
+10,324
+4% +$267K 1.95% 10
2021
Q3 		$6.4M Buy
255,568
+6,552
+3% +$166K 2.06% 10
2021
Q2 		$6.49M Sell
249,016
-44,184
-15% -$1.13M 2.19% 9
2021
Q1 		$7.31M Buy
293,200
+628
+0.2% +$15.4K 2.86% 6
2020
Q4 		$6.51M Buy
292,572
+7,664
+3% +$153K 2.84% 8
2020
Q3 		$5.58M Buy
284,908
+35,500
+14% +$611K 2.64% 8
2020
Q2 		$4.07M Buy
249,408
+169,944
+214% +$2.54M 2.33% 9
2020
Q1 		$1.02M Buy
+79,464
New +$1.35M 0.9% 31

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

Souders Financial Advisors's SCHA Position: Q1 2026 in Review

Souders Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 24% in Q1 2026, selling an estimated $224K and leaving 23,629 shares worth $687K. The position accounts for 0.08% of the portfolio, ranked #119.

Souders Financial Advisors first reported a position in SCHA in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.5M in Q3 2024. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Souders Financial Advisors held 23,629 shares of Schwab U.S Small- Cap ETF worth $687K as of Q1 2026.
  • Souders Financial Advisors sold 7,476 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $224K.
  • Schwab U.S Small- Cap ETF made up 0.08% of Souders Financial Advisors's portfolio in Q1 2026, its #119 holding.
  • Souders Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $11.5M in Q3 2024.
  • 1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.