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Toth Financial Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Toth Financial Advisory’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
2025
Q4 		– Sell
-504
Closed -$14.1K – 974
2025
Q3 		$14.1K Buy
+504
New +$13.5K ﹤0.01% 503
2022
Q1 		– Sell
-240
Closed -$6K – 790
2021
Q4 		$6K Buy
+240
New +$6.21K ﹤0.01% 547

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Toth Financial Advisory's SCHA Position: Q4 2025 in Review

Toth Financial Advisory sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 504 shares — an estimated $14.1K sold.

Toth Financial Advisory first reported a position in SCHA in Q4 2021 and held it in 2 quarters. The position peaked at $14.1K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Toth Financial Advisory reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 504 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $14.1K.
  • Toth Financial Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 2 quarters.
  • Toth Financial Advisory's Schwab U.S Small- Cap ETF position peaked at $14.1K in Q3 2025.
  • 1,244 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.