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Stevens Capital Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stevens Capital Partners’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 		$8.36M Buy
287,423
+36,252
+14% +$1.09M 2.01% 15
2025
Q4 		$7.15M Buy
251,171
+31,915
+15% +$901K 1.87% 16
2025
Q3 		$6.12M Buy
219,256
+14,678
+7% +$392K 1.83% 16
2025
Q2 		$5.29M Buy
204,578
+14,233
+7% +$336K 1.9% 15
2025
Q1 		$4.46M Buy
190,345
+31,214
+20% +$796K 2.1% 14
2024
Q4 		$4.12M Buy
159,131
+5,917
+4% +$157K 1.86% 13
2024
Q3 		$3.95M Buy
153,214
+9,626
+7% +$239K 1.88% 13
2024
Q2 		$3.41M Buy
143,588
+12,794
+10% +$303K 1.76% 13
2024
Q1 		$3.22M Buy
130,794
+28,326
+28% +$664K 1.92% 12
2023
Q4 		$2.42M Buy
102,468
+30,710
+43% +$647K 1.68% 14
2023
Q3 		$1.49M Sell
71,758
-616
-0.9% -$13.5K 1.19% 17
2023
Q2 		$1.58M Buy
72,374
+910
+1% +$19K 1.23% 17
2023
Q1 		$1.5M Sell
71,464
-326
-0.5% -$7.01K 1.26% 16
2022
Q4 		$1.45M Buy
+71,790
New +$1.47M 1.29% 17

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

Stevens Capital Partners's SCHA Position: Q1 2026 in Review

Stevens Capital Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q1 2026, buying an estimated $1.09M and bringing the position to 287,423 shares worth $8.36M. The position accounts for 2.01% of the portfolio, ranked #15.

Stevens Capital Partners first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Stevens Capital Partners held 287,423 shares of Schwab U.S Small- Cap ETF worth $8.36M as of Q1 2026.
  • Stevens Capital Partners bought 36,252 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.09M.
  • Schwab U.S Small- Cap ETF made up 2.01% of Stevens Capital Partners's portfolio in Q1 2026, its #15 holding.
  • Stevens Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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