SFS
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Strategic Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Strategic Financial Services’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 		$229K Hold
7,864
– – 0.01% 140
2025
Q4 		$243K Hold
7,864
– – 0.01% 130
2025
Q3 		$219K Buy
+7,864
New +$210K 0.01% 132
2025
Q1 		– Sell
-7,864
Closed -$203K – 138
2024
Q4 		$203K Hold
7,864
– – 0.01% 133
2024
Q3 		$202K Buy
+7,864
New +$195K 0.01% 140
2023
Q3 		– Sell
-13,620
Closed -$304K – 125
2023
Q2 		$304K Hold
13,620
– – 0.02% 106
2023
Q1 		$286K Hold
13,620
– – 0.02% 107
2022
Q4 		$276K Hold
13,620
– – 0.02% 109
2022
Q3 		$258K Sell
13,620
-212
-2% -$4.43K 0.02% 116
2022
Q2 		$270K Buy
13,832
+1,800
+15% +$38.5K 0.02% 114
2022
Q1 		$285K Buy
12,032
+3,956
+49% +$93.4K 0.02% 115
2021
Q4 		$207K Hold
8,076
– – 0.02% 129
2021
Q3 		$202K Hold
8,076
– – 0.02% 125
2021
Q2 		$210K Sell
8,076
-436
-5% -$11.1K 0.02% 138
2021
Q1 		$212K Buy
+8,512
New +$209K 0.02% 130
2020
Q1 		– Sell
-76,580
Closed -$1.45M – 133
2019
Q4 		$1.45M Sell
76,580
-3,752
-5% -$67.9K 0.17% 86
2019
Q3 		$1.4M Buy
80,332
+2,868
+4% +$50.6K 0.18% 89
2019
Q2 		$1.38M Buy
77,464
+4,432
+6% +$78.4K 0.18% 86
2019
Q1 		$1.28M Buy
73,032
+25,432
+53% +$435K 0.18% 90
2018
Q4 		$722K Buy
47,600
+540
+1% +$9.13K 0.11% 94
2018
Q3 		$896K Buy
47,060
+436
+0.9% +$8.31K 0.13% 94
2018
Q2 		$858K Buy
+46,624
New +$844K 0.13% 95
2018
Q1 		– Sell
-47,228
Closed -$823K – 113
2017
Q4 		$823K Buy
47,228
+11,008
+30% +$188K 0.13% 98
2017
Q3 		$610K Buy
36,220
+964
+3% +$15.5K 0.1% 99
2017
Q2 		$563K Buy
35,256
+1,544
+5% +$24.4K 0.1% 97
2017
Q1 		$531K Buy
33,712
+5,264
+19% +$82.4K 0.1% 98
2016
Q4 		$437K Buy
+28,448
New +$418K 0.08% 99

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 Financial Services's SCHA Position: Q1 2026 in Review

Strategic Financial Services held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 7,864 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #140.

Strategic Financial Services first reported a position in SCHA in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.45M in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Strategic Financial Services held 7,864 shares of Schwab U.S Small- Cap ETF worth $229K as of Q1 2026.
  • Strategic Financial Services left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Strategic Financial Services's portfolio in Q1 2026, its #140 holding.
  • Strategic Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 27 quarters since.
  • Strategic Financial Services's Schwab U.S Small- Cap ETF position peaked at $1.45M in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.