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Vise Technologies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Vise Technologies’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 		$3.44M Hold
120,923
– – 0.07% 238
2025
Q4 		$3.44M Buy
120,923
+37,127
+44% +$1.05M 0.07% 239
2025
Q3 		$2.34M Sell
83,796
-2,291
-3% -$61.3K 0.09% 227
2025
Q2 		$2.18M Buy
+86,087
New +$2.04M 0.09% 238
2024
Q4 		$1.34M Buy
51,709
+2,291
+5% +$61K 0.11% 194
2024
Q3 		$1.27M Buy
49,418
+4,654
+10% +$116K 0.16% 130
2024
Q2 		$1.06M Buy
44,764
+2,020
+5% +$47.9K 0.19% 110
2024
Q1 		$1.05M Buy
42,744
+1,394
+3% +$32.7K 0.21% 105
2023
Q4 		$977K Buy
41,350
+8,384
+25% +$177K 0.21% 115
2023
Q3 		$683K Buy
32,966
+2,212
+7% +$48.5K 0.17% 131
2023
Q2 		$674K Sell
30,754
-898
-3% -$18.7K 0.16% 141
2023
Q1 		$664K Buy
31,652
+13,686
+76% +$294K 0.17% 130
2022
Q4 		$364K Sell
17,966
-1,418
-7% -$29.1K 0.11% 197
2022
Q3 		$366K Sell
19,384
-8,000
-29% -$167K 0.14% 178
2022
Q2 		$534K Buy
+27,384
New +$585K 0.21% 120

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

Vise Technologies's SCHA Position: Q1 2026 in Review

Vise Technologies held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 120,923 shares worth $3.44M. The position accounts for 0.07% of the portfolio, ranked #238.

Vise Technologies first reported a position in SCHA in Q2 2022 and has held it in 15 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Vise Technologies held 120,923 shares of Schwab U.S Small- Cap ETF worth $3.44M as of Q1 2026.
  • Vise Technologies left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.07% of Vise Technologies's portfolio in Q1 2026, its #238 holding.
  • Vise Technologies first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 15 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.