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

Strategic Wealth Partners’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	$185K	Buy	6,354 +2	+0%	+$60	0.01%	315
2025 Q4	$181K	Sell	6,352 -119	-2%	-$3.36K	0.01%	323
2025 Q3	$181K	Buy	6,471 +5,428	+520%	+$145K	0.01%	348
2025 Q2	$26.4K	Buy	+1,043	New	+$24.7K	﹤0.01%	598
2019 Q4	–	Sell	-2,148	Closed	-$36	–	426
2019 Q3	$36	Sell	2,148 -12	-0.6%	-$212	﹤0.01%	315
2019 Q2	$38K	Buy	2,160 +12	+0.6%	+$212	0.02%	255
2019 Q1	$38K	Hold	2,148	–	–	0.02%	266
2018 Q4	$35K	Hold	2,148	–	–	0.02%	263
2018 Q3	$41K	Hold	2,148	–	–	0.02%	244
2018 Q2	$40K	Hold	2,148	–	–	0.02%	272
2018 Q1	$37K	Hold	2,148	–	–	0.02%	275
2017 Q4	$36K	Buy	+2,148	New	+$36.8K	0.02%	248

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 Wealth Partners's SCHA Position: Q1 2026 in Review

Strategic Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.03% in Q1 2026, buying an estimated $60 and bringing the position to 6,354 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #315.

Strategic Wealth Partners first reported a position in SCHA in Q4 2017 and has held it in 12 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Strategic Wealth Partners held 6,354 shares of Schwab U.S Small- Cap ETF worth $185K as of Q1 2026.
Strategic Wealth Partners bought 2 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $60.
Schwab U.S Small- Cap ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #315 holding.
Strategic Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 12 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.