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

Verdence Capital 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
2025
Q4 		– Sell
-8,020
Closed -$230K – 700
2025
Q3 		$230K Sell
8,020
-16
-0.2% -$428 0.01% 640
2025
Q2 		$203K Buy
+8,036
New +$190K 0.01% 645
2025
Q1 		– Sell
-8,036
Closed -$208K – 672
2024
Q4 		$208K Sell
8,036
-218
-3% -$5.8K 0.02% 606
2024
Q3 		$213K Buy
+8,254
New +$205K 0.02% 603

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Verdence Capital Advisors's SCHA Position: Q4 2025 in Review

Verdence Capital Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 8,020 shares — an estimated $230K sold.

Verdence Capital Advisors first reported a position in SCHA in Q3 2024 and held it in 4 quarters. The position peaked at $230K in Q3 2025. 1,239 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Verdence Capital Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 8,020 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $230K.
  • Verdence Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and held it in 4 quarters.
  • Verdence Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $230K in Q3 2025.
  • 1,239 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Verdence Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.