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Strategic Family Wealth Counselors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Strategic Family Wealth Counselors’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 		$10.9M Sell
374,539
-13,759
-4% -$412K 2.86% 8
2025
Q4 		$11.7M Buy
388,298
+13,689
+4% +$387K 2.63% 8
2025
Q3 		$10.5M Sell
374,609
-391
-0.1% -$10.5K 2.69% 9
2025
Q2 		$9.49M Buy
375,000
+5,746
+2% +$136K 2.7% 11
2025
Q1 		$8.65M Buy
369,254
+1,384
+0.4% +$35.3K 2.81% 11
2024
Q4 		$9.51M Buy
367,870
+9,382
+3% +$250K 3.1% 9
2024
Q3 		$9.23M Buy
358,488
+10,978
+3% +$273K 3.23% 10
2024
Q2 		$8.24M Buy
347,510
+16,736
+5% +$397K 3.14% 10
2024
Q1 		$8.14M Buy
330,774
+23,804
+8% +$558K 3.22% 10
2023
Q4 		$7.25M Sell
306,970
-3,806
-1% -$80.2K 3.04% 10
2023
Q3 		$6.44M Buy
310,776
+5,360
+2% +$118K 3.09% 9
2023
Q2 		$6.69M Buy
305,416
+1,000
+0.3% +$20.8K 3.07% 9
2023
Q1 		$6.38M Sell
304,416
-16,138
-5% -$347K 3.02% 10
2022
Q4 		$6.49M Buy
320,554
+3,146
+1% +$64.5K 3.22% 7
2022
Q3 		$6M Sell
317,408
-2,952
-0.9% -$61.7K 2.94% 10
2022
Q2 		$6.25M Buy
320,360
+1,560
+0.5% +$33.3K 3% 10
2022
Q1 		$7.55M Buy
318,800
+7,604
+2% +$179K 3.04% 9
2021
Q4 		$7.97M Buy
311,196
+3,428
+1% +$88.7K 2.55% 8
2021
Q3 		$7.7M Buy
307,768
+24,388
+9% +$619K 2.63% 8
2021
Q2 		$7.38M Buy
283,380
+23,840
+9% +$610K 2.41% 8
2021
Q1 		$6.47M Buy
259,540
+8,208
+3% +$202K 2.44% 8
2020
Q4 		$5.59M Buy
251,332
+14,752
+6% +$294K 2.88% 8
2020
Q3 		$4.04M Buy
236,580
+29,664
+14% +$511K 2.27% 11
2020
Q2 		$3.38M Sell
206,916
-51,824
-20% -$776K 2.13% 15
2020
Q1 		$3.33M Buy
258,740
+90,176
+53% +$1.53M 2.49% 12
2019
Q4 		$3.19M Buy
168,564
+5,596
+3% +$101K 2.58% 15
2019
Q3 		$2.84M Buy
162,968
+8,040
+5% +$142K 2.15% 16
2019
Q2 		$2.77M Buy
154,928
+14,260
+10% +$252K 2.14% 16
2019
Q1 		$2.46M Buy
140,668
+54,928
+64% +$940K 1.99% 16
2018
Q4 		$1.3M Buy
+85,740
New +$1.45M 1.47% 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

Strategic Family Wealth Counselors's SCHA Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.5% in Q1 2026, selling an estimated $412K and leaving 374,539 shares worth $10.9M. The position accounts for 2.86% of the portfolio, ranked #8.

Strategic Family Wealth Counselors first reported a position in SCHA in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.7M in Q4 2025. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Strategic Family Wealth Counselors held 374,539 shares of Schwab U.S Small- Cap ETF worth $10.9M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 13,759 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $412K.
  • Schwab U.S Small- Cap ETF made up 2.86% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #8 holding.
  • Strategic Family Wealth Counselors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Schwab U.S Small- Cap ETF position peaked at $11.7M in Q4 2025.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.