Tucker Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Tucker Asset 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
2025 Q4	$86.1K	Hold	3,022	–	–	0.03%	221
2025 Q3	$84.3K	Sell	3,022 -372	-11%	-$9.95K	0.03%	161
2025 Q2	$85.9K	Sell	3,394 -2,151	-39%	-$50.9K	0.03%	144
2025 Q1	$130K	Sell	5,545 -637	-10%	-$16.2K	0.04%	123
2024 Q4	$160K	Buy	6,182 +840	+16%	+$22.4K	0.02%	176
2024 Q3	$138K	Buy	5,342 +160	+3%	+$3.97K	0.03%	188
2024 Q2	$123K	Buy	5,182 +168	+3%	+$3.98K	0.03%	220
2024 Q1	$123K	Hold	5,014	–	–	0.03%	238
2023 Q4	$118K	Sell	5,014 -478	-9%	-$10.1K	0.03%	191
2023 Q3	$114K	Buy	5,492 +5,120	+1,376%	+$112K	0.03%	198
2023 Q2	$8.15K	Buy	+372	New	+$7.75K	﹤0.01%	578
2022 Q4	–	Sell	-288	Closed	-$6.03K	–	901
2022 Q3	$6.03K	Buy	+288	New	+$6.02K	﹤0.01%	398

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Tucker Asset Management's SCHA Position: Q4 2025 in Review

Tucker Asset Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q4 2025 at 3,022 shares worth $86.1K. The position accounts for 0.03% of the portfolio, ranked #221.

Tucker Asset Management first reported a position in SCHA in Q3 2022 and has held it in 12 quarters since. The position peaked at $160K in Q4 2024. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

Tucker Asset Management held 3,022 shares of Schwab U.S Small- Cap ETF worth $86.1K as of Q4 2025.
Tucker Asset Management left its Schwab U.S Small- Cap ETF share count unchanged in Q4 2025.
Schwab U.S Small- Cap ETF made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #221 holding.
Tucker Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and has held it in 12 quarters since.
Tucker Asset Management's Schwab U.S Small- Cap ETF position peaked at $160K in Q4 2024.
1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.