TFGT
SCHA icon

TS Financial Group (TSFG)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TS Financial Group (TSFG)’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 		$24K Hold
810
– – ﹤0.01% 449
2025
Q4 		$23K Hold
810
– – ﹤0.01% 451
2025
Q3 		$23K Hold
810
– – ﹤0.01% 456
2025
Q2 		$20K Hold
810
– – ﹤0.01% 457
2025
Q1 		$19K Hold
810
– – ﹤0.01% 451
2024
Q4 		$21K Buy
810
+20
+3% +$532 ﹤0.01% 390
2024
Q3 		$20K Hold
790
– – ﹤0.01% 406
2024
Q2 		$19K Hold
790
– – ﹤0.01% 388
2024
Q1 		$19K Sell
790
-130
-14% -$3.05K ﹤0.01% 388
2023
Q4 		$22K Sell
920
-1,264
-58% -$26.6K 0.01% 387
2023
Q3 		$45K Buy
2,184
+4
+0.2% +$88 0.02% 296
2023
Q2 		$48K Buy
2,180
+102
+5% +$2.13K 0.02% 291
2023
Q1 		$44K Buy
2,078
+4
+0.2% +$86 0.02% 299
2022
Q4 		$42K Buy
2,074
+6
+0.3% +$123 0.02% 303
2022
Q3 		$39K Buy
2,068
+800
+63% +$16.7K 0.02% 309
2022
Q2 		$25K Buy
1,268
+1,236
+3,863% +$26.4K 0.01% 376
2022
Q1 		$1K Hold
32
– – ﹤0.01% 882
2021
Q4 		$1K Hold
32
– – ﹤0.01% 850
2021
Q3 		$1K Hold
32
– – ﹤0.01% 829
2021
Q2 		$1K Sell
32
-876
-96% -$22.4K ﹤0.01% 838
2021
Q1 		$23K Sell
908
-80
-8% -$1.97K 0.01% 357
2020
Q4 		$22K Buy
988
+956
+2,988% +$19K 0.01% 354
2020
Q3 		$1K Hold
32
– – ﹤0.01% 779
2020
Q2 		$1K Hold
32
– – ﹤0.01% 795
2020
Q1 		$1K Hold
32
– – ﹤0.01% 765
2019
Q4 		$1K Hold
32
– – ﹤0.01% 762
2019
Q3 		$1K Hold
32
– – ﹤0.01% 749
2019
Q2 		$1K Hold
32
– – ﹤0.01% 722
2019
Q1 		$1K Buy
+32
New +$548 ﹤0.01% 724

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

TS Financial Group (TSFG)'s SCHA Position: Q1 2026 in Review

TS Financial Group (TSFG) held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 810 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

TS Financial Group (TSFG) first reported a position in SCHA in Q1 2019 and has held it in 29 quarters since. The position peaked at $48K in Q2 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • TS Financial Group (TSFG) held 810 shares of Schwab U.S Small- Cap ETF worth $24K as of Q1 2026.
  • TS Financial Group (TSFG) left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #449 holding.
  • TS Financial Group (TSFG) first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • TS Financial Group (TSFG)'s Schwab U.S Small- Cap ETF position peaked at $48K in Q2 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.