Stephens Consulting’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stephens Consulting’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 Q4	$32.9K	Buy	1,155 +1,119	+3,108%	+$31.6K	0.01%	165
2025 Q3	$1K	Hold	36	–	–	﹤0.01%	357
2025 Q2	$911	Hold	36	–	–	﹤0.01%	706
2025 Q1	$844	Hold	36	–	–	﹤0.01%	727
2024 Q4	$931	Hold	36	–	–	﹤0.01%	485
2024 Q3	$927	Hold	36	–	–	﹤0.01%	477
2024 Q2	$855	Hold	36	–	–	﹤0.01%	604
2024 Q1	$887	Hold	36	–	–	﹤0.01%	447
2023 Q4	$851	Buy	+36	New	+$759	﹤0.01%	458

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Stephens Consulting's SCHA Position: Q4 2025 in Review

Stephens Consulting increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3,108% in Q4 2025, buying an estimated $31.6K and bringing the position to 1,155 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #165.

Stephens Consulting first reported a position in SCHA in Q4 2023 and has held it in 9 quarters since. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

Stephens Consulting held 1,155 shares of Schwab U.S Small- Cap ETF worth $32.9K as of Q4 2025.
Stephens Consulting bought 1,119 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $31.6K.
Schwab U.S Small- Cap ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #165 holding.
Stephens Consulting first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 9 quarters since.
1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.