TWM
SCHA icon

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

Tradition 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 		$11.8M Buy
404,904
+6,974
+2% +$209K 0.84% 32
2025
Q4 		$11.3M Sell
397,930
-5,121
-1% -$145K 0.81% 33
2025
Q3 		$11.2M Sell
403,051
-13,777
-3% -$368K 0.83% 34
2025
Q2 		$10.5M Sell
416,828
-16,651
-4% -$394K 0.84% 33
2025
Q1 		$10.2M Sell
433,479
-2,003
-0.5% -$51.1K 0.89% 30
2024
Q4 		$11.3M Buy
435,482
+118
+0% +$3.14K 0.99% 29
2024
Q3 		$11.2M Sell
435,364
-770
-0.2% -$19.1K 1% 27
2024
Q2 		$10.3M Sell
436,134
-10,780
-2% -$256K 1% 27
2024
Q1 		$11M Sell
446,914
-1,536
-0.3% -$36K 1.11% 25
2023
Q4 		$10.6M Sell
448,450
-8,926
-2% -$188K 1.11% 25
2023
Q3 		$9.47M Buy
457,376
+1,568
+0.3% +$34.4K 1.13% 22
2023
Q2 		$9.98M Sell
455,808
-5,466
-1% -$114K 1.17% 21
2023
Q1 		$9.67M Buy
461,274
+6,516
+1% +$140K 1.2% 19
2022
Q4 		$9.21M Buy
454,758
+5,482
+1% +$112K 1.3% 21
2022
Q3 		$8.49M Sell
449,276
-2,372
-0.5% -$49.6K 1.28% 21
2022
Q2 		$8.8M Buy
451,648
+92
+0% +$1.97K 1.28% 20
2022
Q1 		$10.7M Buy
451,556
+2,192
+0.5% +$51.7K 1.36% 17
2021
Q4 		$11.5M Sell
449,364
-3,904
-0.9% -$101K 1.45% 14
2021
Q3 		$11.3M Sell
453,268
-1,600
-0.4% -$40.6K 1.61% 12
2021
Q2 		$11.8M Buy
454,868
+2,204
+0.5% +$56.3K 1.77% 9
2021
Q1 		$11.3M Sell
452,664
-34,804
-7% -$856K 1.95% 8
2020
Q4 		$10.8M Buy
+487,468
New +$9.71M 2.1% 8

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

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

Tradition Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q1 2026, buying an estimated $209K and bringing the position to 404,904 shares worth $11.8M. The position accounts for 0.84% of the portfolio, ranked #32.

Tradition Wealth Management first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.8M in Q2 2021. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Tradition Wealth Management held 404,904 shares of Schwab U.S Small- Cap ETF worth $11.8M as of Q1 2026.
  • Tradition Wealth Management bought 6,974 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $209K.
  • Schwab U.S Small- Cap ETF made up 0.84% of Tradition Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Tradition Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Schwab U.S Small- Cap ETF position peaked at $11.8M in Q2 2021.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.