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Synergy Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Synergy Investment Management’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 		$80.5K Buy
+2,768
New +$83K 0.03% 223
2025
Q2 		– Sell
-2,178
Closed -$51K – 464
2025
Q1 		$51K Hold
2,178
– – 0.02% 233
2024
Q4 		$56.3K Buy
+2,178
New +$58K 0.02% 223

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

Synergy Investment Management's SCHA Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 2,768 shares worth $80.5K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in SCHA as recently as Q1 2025.

Synergy Investment Management first reported a position in SCHA in Q4 2024 and has held it in 3 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Synergy Investment Management held 2,768 shares of Schwab U.S Small- Cap ETF worth $80.5K as of Q1 2026.
  • Schwab U.S Small- Cap ETF was a new Synergy Investment Management position in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Synergy Investment Management's portfolio in Q1 2026, its #223 holding.
  • Synergy Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.