Vanguard Personalized Indexing Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Vanguard Personalized Indexing 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	$876K	Buy	30,139 +301	+1%	+$9.02K	0.01%	998
2025 Q4	$850K	Sell	29,838 -20,840	-41%	-$588K	0.01%	1001
2025 Q3	$1.41M	Hold	50,678	–	–	0.01%	737
2025 Q2	$1.28M	Hold	50,678	–	–	0.01%	753
2025 Q1	$1.19M	Hold	50,678	–	–	0.02%	701
2024 Q4	$1.31M	Sell	50,678 -1,850	-4%	-$49.2K	0.02%	648
2024 Q3	$1.35M	Buy	52,528 +1,706	+3%	+$42.4K	0.02%	623
2024 Q2	$1.21M	Sell	50,822 -856	-2%	-$20.3K	0.02%	597
2024 Q1	$1.27M	Buy	51,678 +856	+2%	+$20.1K	0.03%	547
2023 Q4	$1.2M	Buy	50,822 +9,324	+22%	+$197K	0.03%	540
2023 Q3	$859K	Hold	41,498	–	–	0.03%	639
2023 Q2	$909K	Sell	41,498 -584	-1%	-$12.2K	0.03%	613
2023 Q1	$882K	Buy	+42,082	New	+$904K	0.03%	588
2021 Q2	–	Sell	-8,168	Closed	-$204K	–	977
2021 Q1	$204K	Buy	+8,168	New	+$201K	0.03%	672

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

Vanguard Personalized Indexing Management's SCHA Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q1 2026, buying an estimated $9.02K and bringing the position to 30,139 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #998.

Vanguard Personalized Indexing Management first reported a position in SCHA in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.41M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Vanguard Personalized Indexing Management held 30,139 shares of Schwab U.S Small- Cap ETF worth $876K as of Q1 2026.
Vanguard Personalized Indexing Management bought 301 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $9.02K.
Schwab U.S Small- Cap ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #998 holding.
Vanguard Personalized Indexing Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 14 quarters since.
Vanguard Personalized Indexing Management's Schwab U.S Small- Cap ETF position peaked at $1.41M in Q3 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.