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Sykon Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sykon Capital’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 		– Sell
-108,112
Closed -$3.08M – 111
2025
Q4 		$3.08M Buy
108,112
+2,705
+3% +$76.4K 0.99% 29
2025
Q3 		$2.94M Buy
+105,407
New +$2.82M 0.98% 41

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

Sykon Capital's SCHA Position: Q1 2026 in Review

Sykon Capital sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 108,112 shares — an estimated $3.08M sold.

Sykon Capital first reported a position in SCHA in Q3 2025 and held it in 2 quarters. The position peaked at $3.08M in Q4 2025. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Sykon Capital reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Sykon Capital sold 108,112 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $3.08M.
  • Sykon Capital first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and held it in 2 quarters.
  • Sykon Capital's Schwab U.S Small- Cap ETF position peaked at $3.08M in Q4 2025.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.