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TFC Financial Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TFC Financial 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 		$94.4K Buy
3,248
+5
+0.2% +$150 0.01% 209
2025
Q4 		$92.4K Buy
3,243
+835
+35% +$23.6K 0.01% 213
2025
Q3 		$67.2K Buy
2,408
+8
+0.3% +$214 0.01% 240
2025
Q2 		$60.7K Sell
2,400
-112
-4% -$2.65K 0.01% 246
2025
Q1 		$58.8K Buy
2,512
+1
+0% +$25 0.01% 243
2024
Q4 		$64.9K Sell
2,511
-1
-0% -$27 0.01% 228
2024
Q3 		$64.7K Buy
2,512
+2
+0.1% +$50 0.01% 238
2024
Q2 		$59.6K Hold
2,510
– – 0.01% 223
2024
Q1 		$61.8K Buy
2,510
+2,400
+2,182% +$56.2K 0.01% 217
2023
Q4 		$2.6K Hold
110
– – ﹤0.01% 429
2023
Q3 		$2.27K Hold
110
– – ﹤0.01% 451
2023
Q2 		$2.39K Buy
110
+2
+2% +$42 ﹤0.01% 428
2023
Q1 		$2.28K Hold
108
– – ﹤0.01% 451
2022
Q4 		$2.2K Sell
108
-52
-33% -$1.07K ﹤0.01% 394
2022
Q3 		$3K Hold
160
– – ﹤0.01% 381
2022
Q2 		$3K Hold
160
– – ﹤0.01% 377
2022
Q1 		$4K Buy
160
+108
+208% +$2.55K ﹤0.01% 367
2021
Q4 		$1K Hold
52
– – ﹤0.01% 554
2021
Q3 		$1K Hold
52
– – ﹤0.01% 541
2021
Q2 		$1K Hold
52
– – ﹤0.01% 545
2021
Q1 		$1K Hold
52
– – ﹤0.01% 537
2020
Q4 		$1K Sell
52
-16
-24% -$319 ﹤0.01% 521
2020
Q3 		$1K Buy
+68
New +$1.17K ﹤0.01% 492

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

TFC Financial Management's SCHA Position: Q1 2026 in Review

TFC Financial Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.15% in Q1 2026, buying an estimated $150 and bringing the position to 3,248 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #209.

TFC Financial Management first reported a position in SCHA in Q3 2020 and has held it in 23 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • TFC Financial Management held 3,248 shares of Schwab U.S Small- Cap ETF worth $94.4K as of Q1 2026.
  • TFC Financial Management bought 5 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $150.
  • Schwab U.S Small- Cap ETF made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #209 holding.
  • TFC Financial Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.