SSW
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Stone Summit Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stone Summit Wealth’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 		$502K Sell
17,247
-1,517
-8% -$45.5K 0.14% 91
2025
Q4 		$534K Sell
18,764
-994
-5% -$28.1K 0.14% 93
2025
Q3 		$551K Sell
19,758
-771
-4% -$20.6K 0.16% 92
2025
Q2 		$519K Buy
20,529
+4,987
+32% +$118K 0.16% 99
2025
Q1 		$364K Buy
15,542
+879
+6% +$22.4K 0.12% 113
2024
Q4 		$379K Sell
14,663
-1,383
-9% -$36.8K 0.13% 113
2024
Q3 		$413K Hold
16,046
– – 0.13% 112
2024
Q2 		$381K Sell
16,046
-60
-0.4% -$1.42K 0.14% 110
2024
Q1 		$397K Buy
16,106
+2,850
+21% +$66.8K 0.14% 113
2023
Q4 		$313K Buy
+13,256
New +$279K 0.12% 120

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

Stone Summit Wealth's SCHA Position: Q1 2026 in Review

Stone Summit Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8.1% in Q1 2026, selling an estimated $45.5K and leaving 17,247 shares worth $502K. The position accounts for 0.14% of the portfolio, ranked #91.

Stone Summit Wealth first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. The position peaked at $551K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Stone Summit Wealth held 17,247 shares of Schwab U.S Small- Cap ETF worth $502K as of Q1 2026.
  • Stone Summit Wealth sold 1,517 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $45.5K.
  • Schwab U.S Small- Cap ETF made up 0.14% of Stone Summit Wealth's portfolio in Q1 2026, its #91 holding.
  • Stone Summit Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Stone Summit Wealth's Schwab U.S Small- Cap ETF position peaked at $551K in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.