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United Advisor Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

United Advisor Group’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 		$3.92M Buy
134,819
+9,404
+7% +$282K 0.48% 51
2025
Q4 		$3.57M Buy
125,415
+10,612
+9% +$300K 0.45% 54
2025
Q3 		$3.2M Buy
114,803
+7,155
+7% +$191K 0.43% 61
2025
Q2 		$2.72M Buy
107,648
+52,315
+95% +$1.24M 0.47% 58
2025
Q1 		$1.3M Buy
55,333
+8,641
+19% +$220K 0.27% 92
2024
Q4 		$1.21M Buy
46,692
+31,942
+217% +$850K 0.24% 104
2024
Q3 		$380K Sell
14,750
-11,378
-44% -$283K 0.09% 239
2024
Q2 		$620K Sell
26,128
-6,642
-20% -$157K 0.19% 112
2024
Q1 		$807K Sell
32,770
-39,358
-55% -$922K 0.3% 88
2023
Q4 		$1.71M Buy
+72,128
New +$1.52M 2.06% 9

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

United Advisor Group's SCHA Position: Q1 2026 in Review

United Advisor Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 7.5% in Q1 2026, buying an estimated $282K and bringing the position to 134,819 shares worth $3.92M. The position accounts for 0.48% of the portfolio, ranked #51.

United Advisor Group first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • United Advisor Group held 134,819 shares of Schwab U.S Small- Cap ETF worth $3.92M as of Q1 2026.
  • United Advisor Group bought 9,404 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $282K.
  • Schwab U.S Small- Cap ETF made up 0.48% of United Advisor Group's portfolio in Q1 2026, its #51 holding.
  • United Advisor Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.