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Tenret Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Tenret Company’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 		$1.69M Sell
58,188
-392
-0.7% -$11.8K 0.82% 21
2025
Q4 		$1.67M Hold
58,580
– – 0.84% 22
2025
Q3 		$1.63M Hold
58,580
– – 0.85% 20
2025
Q2 		$1.48M Buy
+58,580
New +$1.38M 0.81% 20

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

Tenret Company's SCHA Position: Q1 2026 in Review

Tenret Company reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.67% in Q1 2026, selling an estimated $11.8K and leaving 58,188 shares worth $1.69M. The position accounts for 0.82% of the portfolio, ranked #21.

Tenret Company first reported a position in SCHA in Q2 2025 and has held it in 4 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Tenret Company held 58,188 shares of Schwab U.S Small- Cap ETF worth $1.69M as of Q1 2026.
  • Tenret Company sold 392 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $11.8K.
  • Schwab U.S Small- Cap ETF made up 0.82% of Tenret Company's portfolio in Q1 2026, its #21 holding.
  • Tenret Company first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Tenret Company's 13F filing for Q1 2026, filed 27 May 2026.