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Texas Yale Capital Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Texas Yale Capital Corp’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 		$10.4M Sell
356,469
-2,695
-0.8% -$80.8K 0.29% 46
2025
Q4 		$10.2M Buy
359,164
+72,176
+25% +$2.04M 0.31% 45
2025
Q3 		$8.01M Buy
286,988
+10,293
+4% +$275K 0.25% 57
2025
Q2 		$7M Buy
276,695
+14,086
+5% +$333K 0.23% 61
2025
Q1 		$6.15M Buy
262,609
+40,365
+18% +$1.03M 0.25% 64
2024
Q4 		$5.75M Buy
222,244
+872
+0.4% +$23.2K 0.23% 70
2024
Q3 		$5.7M Buy
221,372
+502
+0.2% +$12.5K 0.25% 66
2024
Q2 		$5.24M Buy
220,870
+108
+0% +$2.56K 0.25% 65
2024
Q1 		$5.44M Buy
220,762
+6,610
+3% +$155K 0.24% 68
2023
Q4 		$5.06M Sell
214,152
-1,314
-0.6% -$27.7K 0.24% 67
2023
Q3 		$4.46M Sell
215,466
-17,008
-7% -$373K 0.2% 70
2023
Q2 		$5.09M Sell
232,474
-51,208
-18% -$1.07M 0.24% 59
2023
Q1 		$5.95M Buy
283,682
+10,248
+4% +$220K 0.3% 48
2022
Q4 		$5.54M Buy
273,434
+18,922
+7% +$388K 0.32% 51
2022
Q3 		$4.81M Buy
254,512
+964
+0.4% +$20.2K 0.31% 54
2022
Q2 		$4.94M Buy
253,548
+26
+0% +$556 0.32% 59
2022
Q1 		$6M Buy
253,522
+8,134
+3% +$192K 0.33% 61
2021
Q4 		$6.28M Buy
245,388
+2,088
+0.9% +$54K 0.32% 62
2021
Q3 		$6.09M Buy
243,300
+32,500
+15% +$825K 0.35% 63
2021
Q2 		$5.49M Buy
210,800
+1,448
+0.7% +$37K 0.31% 67
2021
Q1 		$5.22M Sell
209,352
-6,940
-3% -$171K 0.33% 62
2020
Q4 		$4.81M Sell
216,292
-3,748
-2% -$74.6K 0.32% 64
2020
Q3 		$3.76M Buy
220,040
+1,124
+0.5% +$19.4K 0.29% 71
2020
Q2 		$3.58M Sell
218,916
-53,760
-20% -$805K 0.29% 74
2020
Q1 		$3.51M Buy
272,676
+186,068
+215% +$3.16M 0.35% 64
2019
Q4 		$1.64M Sell
86,608
-4,528
-5% -$81.9K 0.11% 172
2019
Q3 		$1.59M Buy
91,136
+328
+0.4% +$5.79K 0.11% 169
2019
Q2 		$1.62M Sell
90,808
-93,648
-51% -$1.66M 0.12% 165
2019
Q1 		$3.22M Buy
184,456
+93,828
+104% +$1.61M 0.13% 157
2018
Q4 		$1.38M Sell
90,628
-6,912
-7% -$117K 0.12% 164
2018
Q3 		$1.86M Buy
97,540
+1,864
+2% +$35.5K 0.15% 133
2018
Q2 		$1.76M Buy
95,676
+1,280
+1% +$23.2K 0.15% 126
2018
Q1 		$1.63M Buy
94,396
+22,824
+32% +$402K 0.14% 139
2017
Q4 		$1.25M Buy
71,572
+3,180
+5% +$54.4K 0.11% 188
2017
Q3 		$1.15M Sell
68,392
-116
-0.2% -$1.86K 0.1% 193
2017
Q2 		$1.09M Buy
68,508
+2,408
+4% +$38K 0.1% 191
2017
Q1 		$1.04M Buy
66,100
+35,868
+119% +$562K 0.09% 192
2016
Q4 		$465K Buy
30,232
+9,880
+49% +$145K 0.04% 312
2016
Q3 		$293K Buy
20,352
+1,932
+10% +$27.4K 0.03% 387
2016
Q2 		$249K Buy
18,420
+2,420
+15% +$32.1K 0.02% 404
2016
Q1 		$208K Buy
+16,000
New +$194K 0.02% 425

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

Texas Yale Capital Corp's SCHA Position: Q1 2026 in Review

Texas Yale Capital Corp reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.75% in Q1 2026, selling an estimated $80.8K and leaving 356,469 shares worth $10.4M. The position accounts for 0.29% of the portfolio, ranked #46.

Texas Yale Capital Corp first reported a position in SCHA in Q1 2016 and has held it in 41 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Texas Yale Capital Corp held 356,469 shares of Schwab U.S Small- Cap ETF worth $10.4M as of Q1 2026.
  • Texas Yale Capital Corp sold 2,695 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $80.8K.
  • Schwab U.S Small- Cap ETF made up 0.29% of Texas Yale Capital Corp's portfolio in Q1 2026, its #46 holding.
  • Texas Yale Capital Corp first reported a position in Schwab U.S Small- Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.