U.S. Capital Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

U.S. Capital Wealth Advisors’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	$413K	Buy	14,195 +59	+0.4%	+$1.77K	0.01%	723
2025 Q4	$403K	Sell	14,136 -1,416	-9%	-$40K	0.01%	715
2025 Q3	$434K	Sell	15,552 -3,723	-19%	-$99.6K	0.01%	668
2025 Q2	$488K	Sell	19,275 -4,418	-19%	-$104K	0.01%	602
2025 Q1	$555K	Sell	23,693 -2,563	-10%	-$65.3K	0.02%	569
2024 Q4	$679K	Buy	26,256 +13,282	+102%	+$353K	0.02%	500
2024 Q3	$334K	Buy	12,974 +62	+0.5%	+$1.54K	0.01%	563
2024 Q2	$306K	Sell	12,912 -2,328	-15%	-$55.2K	0.01%	565
2024 Q1	$375K	Sell	15,240 -236	-2%	-$5.53K	0.01%	520
2023 Q4	$366K	Buy	15,476 +950	+7%	+$20K	0.01%	514
2023 Q3	$301K	Buy	14,526 +1,500	+12%	+$32.9K	0.01%	519
2023 Q2	$285K	Buy	13,026 +790	+6%	+$16.5K	0.01%	546
2023 Q1	$257K	Sell	12,236 -794	-6%	-$17.1K	0.01%	564
2022 Q4	$264K	Sell	13,030 -14	-0.1%	-$287	0.01%	558
2022 Q3	$247K	Buy	13,044 +806	+7%	+$16.9K	0.01%	554
2022 Q2	$239K	Buy	+12,238	New	+$262K	0.01%	595

Other funds holding SCHA

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

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

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

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

U.S. Capital Wealth Advisors's SCHA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.42% in Q1 2026, buying an estimated $1.77K and bringing the position to 14,195 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #723.

U.S. Capital Wealth Advisors first reported a position in SCHA in Q2 2022 and has held it in 16 quarters since. The position peaked at $679K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

U.S. Capital Wealth Advisors held 14,195 shares of Schwab U.S Small- Cap ETF worth $413K as of Q1 2026.
U.S. Capital Wealth Advisors bought 59 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.77K.
Schwab U.S Small- Cap ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #723 holding.
U.S. Capital Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 16 quarters since.
U.S. Capital Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $679K in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.