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Summit Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Summit Financial’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 		$2.95M Buy
101,289
+698
+0.7% +$20.9K 0.04% 464
2025
Q4 		$2.86M Sell
100,591
-1,256
-1% -$35.5K 0.04% 394
2025
Q3 		$2.84M Buy
101,847
+4,025
+4% +$108K 0.04% 389
2025
Q2 		$2.47M Buy
97,822
+28,509
+41% +$674K 0.06% 261
2025
Q1 		$1.62M Buy
69,313
+1,046
+2% +$26.7K 0.05% 291
2024
Q4 		$1.77M Buy
68,267
+24,567
+56% +$654K 0.06% 234
2024
Q3 		$1.13M Buy
43,700
+3,248
+8% +$80.6K 0.04% 237
2024
Q2 		$963K Buy
40,452
+24,710
+157% +$586K 0.04% 234
2024
Q1 		$388K Sell
15,742
-4,844
-24% -$113K 0.02% 290
2023
Q4 		$486K Sell
20,586
-56
-0.3% -$1.18K 0.03% 246
2023
Q3 		$427K Hold
20,642
– – 0.03% 253
2023
Q2 		$452K Buy
20,642
+8,432
+69% +$176K 0.03% 238
2023
Q1 		$256K Buy
12,210
+86
+0.7% +$1.85K 0.02% 223
2022
Q4 		$246K Hold
12,124
– – 0.02% 220
2022
Q3 		$229K Sell
12,124
-216
-2% -$4.52K 0.02% 230
2022
Q2 		$241K Buy
12,340
+178
+1% +$3.81K 0.02% 215
2022
Q1 		$288K Buy
12,162
+102
+0.8% +$2.41K 0.02% 219
2021
Q4 		$309K Buy
12,060
+84
+0.7% +$2.17K 0.02% 211
2021
Q3 		$300K Hold
11,976
– – 0.03% 186
2021
Q2 		$312K Sell
11,976
-592
-5% -$15.1K 0.03% 126
2021
Q1 		$313K Sell
12,568
-440
-3% -$10.8K 0.04% 48
2020
Q4 		$289K Sell
13,008
-7,404
-36% -$147K 0.04% 46
2020
Q3 		$349K Sell
20,412
-12,020
-37% -$207K 0.06% 30
2020
Q2 		$530K Sell
32,432
-5,944
-15% -$89K 0.09% 26
2020
Q1 		$494K Buy
38,376
+392
+1% +$6.66K 0.11% 26
2019
Q4 		$718K Buy
+37,984
New +$687K 0.12% 24
2019
Q3 		– Sell
-30,256
Closed -$542K – 35
2019
Q2 		$542K Buy
30,256
+1,268
+4% +$22.4K 0.09% 35
2019
Q1 		$507K Buy
28,988
+2,764
+11% +$47.3K 0.09% 37
2018
Q4 		$398K Buy
+26,224
New +$443K 0.08% 39

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

Summit Financial's SCHA Position: Q1 2026 in Review

Summit Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.69% in Q1 2026, buying an estimated $20.9K and bringing the position to 101,289 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #464.

Summit Financial first reported a position in SCHA in Q4 2018 and has held it in 29 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Summit Financial held 101,289 shares of Schwab U.S Small- Cap ETF worth $2.95M as of Q1 2026.
  • Summit Financial bought 698 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $20.9K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #464 holding.
  • Summit Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.