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SCHA icon

Sunbelt Securities’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sunbelt Securities’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 		$9.59M Buy
329,819
+11,928
+4% +$358K 0.61% 26
2025
Q4 		$9.05M Buy
317,891
+22,466
+8% +$634K 0.6% 30
2025
Q3 		$8.24M Buy
295,425
+11,228
+4% +$300K 0.57% 32
2025
Q2 		$7.35M Buy
284,197
+5,980
+2% +$141K 0.65% 26
2025
Q1 		$6.52M Sell
278,217
-6,116
-2% -$156K 0.58% 34
2024
Q4 		$7.35M Sell
284,333
-23,933
-8% -$637K 0.65% 26
2024
Q3 		$7.94M Buy
308,266
+3,806
+1% +$94.5K 0.78% 24
2024
Q2 		$7.22M Buy
304,460
+19,652
+7% +$466K 0.74% 25
2024
Q1 		$7.01M Buy
284,808
+27,742
+11% +$650K 0.78% 25
2023
Q4 		$6.07M Buy
257,066
+14,330
+6% +$302K 0.76% 21
2023
Q3 		$5.03M Buy
242,736
+25,584
+12% +$561K 0.7% 27
2023
Q2 		$4.76M Buy
217,152
+14,036
+7% +$293K 0.68% 27
2023
Q1 		$4.18M Buy
203,116
+12,220
+6% +$263K 0.67% 29
2022
Q4 		$3.87M Buy
190,896
+1,278
+0.7% +$26.2K 0.76% 28
2022
Q3 		$3.58M Buy
189,618
+2,136
+1% +$44.7K 0.76% 26
2022
Q2 		$3.65M Buy
187,482
+5,290
+3% +$113K 0.77% 22
2022
Q1 		$4.38M Buy
182,192
+1,428
+0.8% +$33.7K 0.8% 20
2021
Q4 		$4.26M Sell
180,764
-16,684
-8% -$432K 0.69% 31
2021
Q3 		$4.84M Hold
197,448
– – 0.87% 21
2021
Q2 		$4.84M Buy
197,448
+12,884
+7% +$329K 0.87% 21
2021
Q1 		$4.6M Buy
184,564
+10,412
+6% +$256K 0.91% 24
2020
Q4 		$3.88M Buy
174,152
+24,968
+17% +$497K 0.8% 31
2020
Q3 		$2.76M Buy
+149,184
New +$2.57M 0.77% 29
2020
Q2 		– Sell
-9,912,252
Closed -$168M – 362
2020
Q1 		$168M Buy
9,912,252
+9,758,680
+6,354% +$166M 7.19% 2
2019
Q4 		$2.9M Buy
+153,572
New +$2.78M 0.31% 71

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

Sunbelt Securities's SCHA Position: Q1 2026 in Review

Sunbelt Securities increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q1 2026, buying an estimated $358K and bringing the position to 329,819 shares worth $9.59M. The position accounts for 0.61% of the portfolio, ranked #26.

Sunbelt Securities first reported a position in SCHA in Q4 2019 and has held it in 25 quarters since. The position peaked at $168M in Q1 2020. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Sunbelt Securities held 329,819 shares of Schwab U.S Small- Cap ETF worth $9.59M as of Q1 2026.
  • Sunbelt Securities bought 11,928 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $358K.
  • Schwab U.S Small- Cap ETF made up 0.61% of Sunbelt Securities's portfolio in Q1 2026, its #26 holding.
  • Sunbelt Securities first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Sunbelt Securities's Schwab U.S Small- Cap ETF position peaked at $168M in Q1 2020.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.