Strategic Equity Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Strategic Equity Management’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	$737K	Sell	25,357 -1,702	-6%	-$51K	0.28%	39
2025 Q4	$771K	Sell	27,059 -5,208	-16%	-$147K	0.26%	38
2025 Q3	$900K	Sell	32,267 -594	-2%	-$15.9K	0.33%	33
2025 Q2	$831K	Sell	32,861 -8,066	-20%	-$191K	0.31%	35
2025 Q1	$959K	Sell	40,927 -4,196	-9%	-$107K	0.4%	25
2024 Q4	$1.17M	Sell	45,123 -15,169	-25%	-$404K	0.49%	23
2024 Q3	$1.55M	Buy	60,292 +30,336	+101%	+$753K	0.74%	22
2024 Q2	$711K	Buy	29,956 +12,432	+71%	+$295K	0.46%	24
2024 Q1	$431K	Buy	+17,524	New	+$411K	0.36%	25

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

Strategic Equity Management's SCHA Position: Q1 2026 in Review

Strategic Equity Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.3% in Q1 2026, selling an estimated $51K and leaving 25,357 shares worth $737K. The position accounts for 0.28% of the portfolio, ranked #39.

Strategic Equity Management first reported a position in SCHA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.55M in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Strategic Equity Management held 25,357 shares of Schwab U.S Small- Cap ETF worth $737K as of Q1 2026.
Strategic Equity Management sold 1,702 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $51K.
Schwab U.S Small- Cap ETF made up 0.28% of Strategic Equity Management's portfolio in Q1 2026, its #39 holding.
Strategic Equity Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Strategic Equity Management's Schwab U.S Small- Cap ETF position peaked at $1.55M in Q3 2024.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.