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Topsail Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Topsail Wealth 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 		$215K Hold
7,409
– – 0.03% 163
2025
Q4 		$211K Hold
7,409
– – 0.03% 155
2025
Q3 		$207K Hold
7,409
– – 0.04% 150
2025
Q2 		$187K Hold
7,409
– – 0.03% 149
2025
Q1 		$174K Hold
7,409
– – 0.04% 139
2024
Q4 		$192K Buy
+7,409
New +$197K 0.04% 124

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

Topsail Wealth Management's SCHA Position: Q1 2026 in Review

Topsail Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 7,409 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #163.

Topsail Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Topsail Wealth Management held 7,409 shares of Schwab U.S Small- Cap ETF worth $215K as of Q1 2026.
  • Topsail Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Topsail Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Topsail Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.