Vawter Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Vawter Financial’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	$340K	Hold	11,708	–	–	0.14%	84
2025 Q4	$333K	Hold	11,708	–	–	0.14%	89
2025 Q3	$327K	Buy	+11,708	New	+$313K	0.15%	88
2025 Q2	–	Sell	-12,032	Closed	-$282K	–	82
2025 Q1	$282K	Buy	12,032 +1,120	+10%	+$28.5K	0.16%	80
2024 Q4	$282K	Hold	10,912	–	–	0.17%	79
2024 Q3	$281K	Hold	10,912	–	–	0.17%	79
2024 Q2	$259K	Hold	10,912	–	–	0.18%	77
2024 Q1	$269K	Hold	10,912	–	–	0.2%	70
2023 Q4	$258K	Buy	+10,912	New	+$230K	0.2%	64
2023 Q3	–	Sell	-10,912	Closed	-$239K	–	66
2023 Q2	$239K	Hold	10,912	–	–	0.21%	65
2023 Q1	$229K	Buy	10,912 +36	+0.3%	+$774	0.23%	52
2022 Q4	$220K	Buy	+10,876	New	+$223K	0.26%	47

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

Vawter Financial's SCHA Position: Q1 2026 in Review

Vawter Financial held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 11,708 shares worth $340K. The position accounts for 0.14% of the portfolio, ranked #84.

Vawter Financial first reported a position in SCHA in Q4 2022 and has held it in 12 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Vawter Financial held 11,708 shares of Schwab U.S Small- Cap ETF worth $340K as of Q1 2026.
Vawter Financial left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.14% of Vawter Financial's portfolio in Q1 2026, its #84 holding.
Vawter Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 12 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.