TCM
SCHA icon

Triumph Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Triumph Capital 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 		$13.6K Sell
467
-874
-65% -$26.2K ﹤0.01% 1013
2025
Q4 		$38.2K Buy
+1,341
New +$37.9K 0.01% 679

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

Triumph Capital Management's SCHA Position: Q1 2026 in Review

Triumph Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 65% in Q1 2026, selling an estimated $26.2K and leaving 467 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Triumph Capital Management first reported a position in SCHA in Q4 2025 and has held it in 2 quarters since. The position peaked at $38.2K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Triumph Capital Management held 467 shares of Schwab U.S Small- Cap ETF worth $13.6K as of Q1 2026.
  • Triumph Capital Management sold 874 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $26.2K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1013 holding.
  • Triumph Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's Schwab U.S Small- Cap ETF position peaked at $38.2K in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.