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

TD Capital 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	$8.31K	Buy	286 +1	+0.4%	+$30	﹤0.01%	497
2025 Q4	$8.12K	Buy	285 +1	+0.4%	+$28	﹤0.01%	477
2025 Q3	$7.92K	Buy	284 +1	+0.4%	+$27	﹤0.01%	450
2025 Q2	$7.16K	Sell	283 -675	-70%	-$16K	﹤0.01%	463
2025 Q1	$22.4K	Hold	958	–	–	﹤0.01%	248
2024 Q4	$24.8K	Buy	958 +2	+0.2%	+$53	﹤0.01%	228
2024 Q3	$24.6K	Buy	956 +2	+0.2%	+$50	﹤0.01%	238
2024 Q2	$22.6K	Hold	954	–	–	﹤0.01%	232
2024 Q1	$23.5K	Hold	954	–	–	﹤0.01%	232
2023 Q4	$22.5K	Buy	954 +2	+0.2%	+$42	﹤0.01%	237
2023 Q3	$19.7K	Buy	952 +276	+41%	+$6.06K	﹤0.01%	235
2023 Q2	$14.8K	Hold	676	–	–	﹤0.01%	253
2023 Q1	$14.2K	Hold	676	–	–	﹤0.01%	249
2022 Q4	$13.7K	Hold	676	–	–	﹤0.01%	231
2022 Q3	$13K	Buy	+676	New	+$14.1K	﹤0.01%	223
2022 Q1	–	Sell	-676	Closed	-$17K	–	292
2021 Q4	$17K	Hold	676	–	–	﹤0.01%	235
2021 Q3	$17K	Hold	676	–	–	﹤0.01%	221
2021 Q2	$18K	Hold	676	–	–	﹤0.01%	210
2021 Q1	$17K	Hold	676	–	–	﹤0.01%	199
2020 Q4	$15K	Hold	676	–	–	﹤0.01%	186
2020 Q3	$12K	Hold	676	–	–	﹤0.01%	174
2020 Q2	$11K	Hold	676	–	–	﹤0.01%	163
2020 Q1	$9K	Hold	676	–	–	﹤0.01%	163
2019 Q4	$13K	Hold	676	–	–	﹤0.01%	170
2019 Q3	$12K	Hold	676	–	–	﹤0.01%	169
2019 Q2	$12K	Hold	676	–	–	﹤0.01%	159
2019 Q1	$12K	Hold	676	–	–	﹤0.01%	133
2018 Q4	$10K	Hold	676	–	–	﹤0.01%	141
2018 Q3	$13K	Hold	676	–	–	﹤0.01%	133
2018 Q2	$12K	Hold	676	–	–	﹤0.01%	128
2018 Q1	$12K	Hold	676	–	–	﹤0.01%	131
2017 Q4	$12K	Hold	676	–	–	﹤0.01%	126
2017 Q3	$11K	Hold	676	–	–	﹤0.01%	131
2017 Q2	$11K	Hold	676	–	–	﹤0.01%	115
2017 Q1	$11K	Hold	676	–	–	﹤0.01%	112
2016 Q4	$10K	Hold	676	–	–	﹤0.01%	111
2016 Q3	$10K	Hold	676	–	–	﹤0.01%	106
2016 Q2	$9K	Hold	676	–	–	﹤0.01%	108
2016 Q1	$9K	Hold	676	–	–	﹤0.01%	110
2015 Q4	$9K	Hold	676	–	–	﹤0.01%	110
2015 Q3	$9K	Hold	676	–	–	﹤0.01%	114
2015 Q2	$10K	Hold	676	–	–	﹤0.01%	120
2015 Q1	$10K	Sell	676 -3,488	-84%	-$48.7K	﹤0.01%	120
2014 Q4	$57K	Buy	+4,164	New	+$55.3K	0.01%	87

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TD Capital Management's SCHA Position: Q1 2026 in Review

TD Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.35% in Q1 2026, buying an estimated $30 and bringing the position to 286 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

TD Capital Management first reported a position in SCHA in Q4 2014 and has held it in 44 quarters since. The position peaked at $57K in Q4 2014. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

TD Capital Management held 286 shares of Schwab U.S Small- Cap ETF worth $8.31K as of Q1 2026.
TD Capital Management bought 1 Schwab U.S Small- Cap ETF share in Q1 2026, an estimated $30.
Schwab U.S Small- Cap ETF made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #497 holding.
TD Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 44 quarters since.
TD Capital Management's Schwab U.S Small- Cap ETF position peaked at $57K in Q4 2014.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.