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Vishria Bird Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Vishria Bird Financial 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
2025
Q3 		$432K Hold
15,494
– – 0.08% 73
2025
Q2 		$392K Hold
15,494
– – 0.13% 69
2025
Q1 		$363K Hold
15,494
– – 0.12% 64
2024
Q4 		$401K Hold
15,494
– – 0.14% 60
2024
Q3 		$399K Buy
+15,494
New +$385K 0.15% 61

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vishria Bird Financial Group's SCHA Position: Q3 2025 in Review

Vishria Bird Financial Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2025 at 15,494 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #73.

Vishria Bird Financial Group first reported a position in SCHA in Q3 2024 and has held it in 5 quarters since. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Vishria Bird Financial Group held 15,494 shares of Schwab U.S Small- Cap ETF worth $432K as of Q3 2025.
  • Vishria Bird Financial Group left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2025.
  • Schwab U.S Small- Cap ETF made up 0.08% of Vishria Bird Financial Group's portfolio in Q3 2025, its #73 holding.
  • Vishria Bird Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.