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Tranquility Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Tranquility Partners’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 		$473K Sell
16,257
-158
-1% -$4.74K 0.18% 132
2025
Q4 		$467K Hold
16,415
– – 0.17% 130
2025
Q3 		$458K Sell
16,415
-432
-3% -$11.6K 0.15% 146
2025
Q2 		$426K Sell
16,847
-342
-2% -$8.09K 0.15% 149
2025
Q1 		$403K Sell
17,189
-597
-3% -$15.2K 0.16% 152
2024
Q4 		$460K Hold
17,786
– – 0.17% 133
2024
Q3 		$458K Hold
17,786
– – 0.17% 136
2024
Q2 		$422K Sell
17,786
-146
-0.8% -$3.46K 0.16% 141
2024
Q1 		$441K Hold
17,932
– – 0.17% 137
2023
Q4 		$424K Sell
17,932
-836
-4% -$17.6K 0.18% 129
2023
Q3 		$389K Buy
18,768
+368
+2% +$8.07K 0.17% 139
2023
Q2 		$403K Sell
18,400
-228
-1% -$4.75K 0.17% 133
2023
Q1 		$391K Hold
18,628
– – 0.19% 135
2022
Q4 		$377K Buy
18,628
+1,640
+10% +$33.6K 0.19% 129
2022
Q3 		$321K Buy
16,988
+2,006
+13% +$42K 0.18% 128
2022
Q2 		$292K Buy
+14,982
New +$320K 0.15% 152

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

Tranquility Partners's SCHA Position: Q1 2026 in Review

Tranquility Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.96% in Q1 2026, selling an estimated $4.74K and leaving 16,257 shares worth $473K. The position accounts for 0.18% of the portfolio, ranked #132.

Tranquility Partners first reported a position in SCHA in Q2 2022 and has held it in 16 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Tranquility Partners held 16,257 shares of Schwab U.S Small- Cap ETF worth $473K as of Q1 2026.
  • Tranquility Partners sold 158 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $4.74K.
  • Schwab U.S Small- Cap ETF made up 0.18% of Tranquility Partners's portfolio in Q1 2026, its #132 holding.
  • Tranquility Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.