SWP
SCHA icon

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

Stratos 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 		$1.39M Sell
47,664
-4,232
-8% -$127K 0.02% 675
2025
Q4 		$1.48M Buy
51,896
+2,834
+6% +$80K 0.02% 634
2025
Q3 		$1.37M Buy
49,062
+22,298
+83% +$596K 0.02% 648
2025
Q2 		$677K Sell
26,764
-40,164
-60% -$950K 0.01% 824
2025
Q1 		$1.57M Buy
66,928
+78
+0.1% +$1.99K 0.02% 514
2024
Q4 		$1.73M Buy
66,850
+36,594
+121% +$974K 0.02% 517
2024
Q3 		$779K Sell
30,256
-35,240
-54% -$875K 0.01% 771
2024
Q2 		$1.55M Buy
65,496
+342
+0.5% +$8.11K 0.02% 511
2024
Q1 		$1.6M Sell
65,154
-3,954
-6% -$92.6K 0.03% 503
2023
Q4 		$1.63M Buy
69,108
+34,936
+102% +$736K 0.03% 468
2023
Q3 		$708K Buy
34,172
+5,466
+19% +$120K 0.02% 680
2023
Q2 		$629K Sell
28,706
-23,542
-45% -$491K 0.01% 685
2023
Q1 		$1.1M Sell
52,248
-1,030
-2% -$22.1K 0.03% 460
2022
Q4 		$1.08M Sell
53,278
-2,906
-5% -$59.6K 0.03% 488
2022
Q3 		$1.06M Sell
56,184
-1,726
-3% -$36.1K 0.03% 468
2022
Q2 		$1.13M Buy
57,910
+814
+1% +$17.4K 0.03% 474
2022
Q1 		$1.35M Sell
57,096
-964
-2% -$22.8K 0.03% 472
2021
Q4 		$1.49M Buy
58,060
+1,028
+2% +$26.6K 0.03% 441
2021
Q3 		$1.43M Buy
57,032
+45,992
+417% +$1.17M 0.04% 419
2021
Q2 		$288K Buy
11,040
+1,076
+11% +$27.5K 0.01% 990
2021
Q1 		$248K Buy
+9,964
New +$245K 0.01% 958
2020
Q4 		– Sell
-18,600
Closed -$318K – 1111
2020
Q3 		$318K Sell
18,600
-768
-4% -$13.2K 0.01% 761
2020
Q2 		$316K Sell
19,368
-4,720
-20% -$70.7K 0.01% 753
2020
Q1 		$310K Sell
24,088
-9,048
-27% -$154K 0.01% 681
2019
Q4 		$627K Sell
33,136
-1,752
-5% -$31.7K 0.02% 528
2019
Q3 		$608K Sell
34,888
-16,816
-33% -$297K 0.03% 502
2019
Q2 		$924K Sell
51,704
-70,104
-58% -$1.24M 0.04% 390
2019
Q1 		$2.13M Sell
121,808
-123,424
-50% -$2.11M 0.1% 218
2018
Q4 		$3.72M Buy
245,232
+4,560
+2% +$77.1K 0.19% 110
2018
Q3 		$4.58M Sell
240,672
-288
-0.1% -$5.49K 0.2% 103
2018
Q2 		$4.43M Buy
240,960
+91,144
+61% +$1.65M 0.2% 106
2018
Q1 		$2.59M Buy
149,816
+133,788
+835% +$2.36M 0.11% 201
2017
Q4 		$279K Buy
16,028
+1,220
+8% +$20.9K 0.01% 732
2017
Q3 		$249K Buy
14,808
+124
+0.8% +$1.99K 0.01% 765
2017
Q2 		$235K Sell
14,684
-18,632
-56% -$294K 0.01% 728
2017
Q1 		$525K Buy
33,316
+11,284
+51% +$177K 0.03% 408
2016
Q4 		$339K Buy
+22,032
New +$324K 0.02% 485

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

Stratos Wealth Partners's SCHA Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8.2% in Q1 2026, selling an estimated $127K and leaving 47,664 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #675.

Stratos Wealth Partners first reported a position in SCHA in Q4 2016 and has held it in 37 quarters since. The position peaked at $4.58M in Q3 2018. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Stratos Wealth Partners held 47,664 shares of Schwab U.S Small- Cap ETF worth $1.39M as of Q1 2026.
  • Stratos Wealth Partners sold 4,232 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $127K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #675 holding.
  • Stratos Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 37 quarters since.
  • Stratos Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $4.58M in Q3 2018.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.