TD Private Client Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TD Private Client Wealth’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	$2.02M	Buy	69,383 +21,824	+46%	+$654K	0.04%	248
2025 Q4	$1.35M	Buy	47,559 +13,934	+41%	+$393K	0.03%	310
2025 Q3	$938K	Sell	33,625 -228	-0.7%	-$6.1K	0.02%	377
2025 Q2	$856K	Buy	33,853 +26,190	+342%	+$619K	0.02%	388
2025 Q1	$180K	Buy	7,663 +2,780	+57%	+$70.9K	﹤0.01%	624
2024 Q4	$126K	Buy	4,883 +4,881	+244,050%	+$130K	﹤0.01%	682
2024 Q3	$51	Buy	+2	New	+$50	﹤0.01%	1271

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 Private Client Wealth's SCHA Position: Q1 2026 in Review

TD Private Client Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 46% in Q1 2026, buying an estimated $654K and bringing the position to 69,383 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #248.

TD Private Client Wealth first reported a position in SCHA in Q3 2024 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

TD Private Client Wealth held 69,383 shares of Schwab U.S Small- Cap ETF worth $2.02M as of Q1 2026.
TD Private Client Wealth bought 21,824 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $654K.
Schwab U.S Small- Cap ETF made up 0.04% of TD Private Client Wealth's portfolio in Q1 2026, its #248 holding.
TD Private Client Wealth first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.