Stokes Family Office’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stokes Family Office’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	$270K	Hold	9,271	–	–	0.03%	242
2025 Q4	$264K	Sell	9,271 -725	-7%	-$20.5K	0.02%	265
2025 Q3	$279K	Hold	9,996	–	–	0.03%	223
2025 Q2	$253K	Hold	9,996	–	–	0.03%	209
2025 Q1	$234K	Hold	9,996	–	–	0.03%	214
2024 Q4	$258K	Buy	9,996 +116	+1%	+$3.09K	0.03%	204
2024 Q3	$254K	Buy	+9,880	New	+$245K	0.03%	201
2022 Q4	–	Sell	-25,316	Closed	-$478K	–	293
2022 Q3	$478K	Buy	25,316 +72	+0.3%	+$1.51K	0.07%	160
2022 Q2	$492K	Sell	25,244 -9,634	-28%	-$206K	0.07%	165
2022 Q1	$826K	Buy	+34,878	New	+$823K	0.11%	119

Other funds holding SCHA

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

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

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

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Stokes Family Office's SCHA Position: Q1 2026 in Review

Stokes Family Office held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 9,271 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #242.

Stokes Family Office first reported a position in SCHA in Q1 2022 and has held it in 10 quarters since. The position peaked at $826K in Q1 2022. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Stokes Family Office held 9,271 shares of Schwab U.S Small- Cap ETF worth $270K as of Q1 2026.
Stokes Family Office left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #242 holding.
Stokes Family Office first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 10 quarters since.
Stokes Family Office's Schwab U.S Small- Cap ETF position peaked at $826K in Q1 2022.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.