VSM Wealth Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

VSM Wealth Advisory’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	$1.95M	Buy	66,995 +1,083	+2%	+$32.5K	0.58%	26
2025 Q4	$1.87M	Sell	65,912 -336,439	-84%	-$9.5M	0.56%	27
2025 Q3	$10.7M	Buy	402,351 +337,557	+521%	+$9.03M	3.33%	10
2025 Q2	$1.64M	Sell	64,794 -5,230	-7%	-$124K	0.54%	28
2025 Q1	$1.64M	Sell	70,024 -463	-0.7%	-$11.8K	0.59%	28
2024 Q4	$1.82M	Buy	+70,487	New	+$1.88M	0.65%	28

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

VSM Wealth Advisory's SCHA Position: Q1 2026 in Review

VSM Wealth Advisory increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.6% in Q1 2026, buying an estimated $32.5K and bringing the position to 66,995 shares worth $1.95M. The position accounts for 0.58% of the portfolio, ranked #26.

VSM Wealth Advisory first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.7M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

VSM Wealth Advisory held 66,995 shares of Schwab U.S Small- Cap ETF worth $1.95M as of Q1 2026.
VSM Wealth Advisory bought 1,083 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $32.5K.
Schwab U.S Small- Cap ETF made up 0.58% of VSM Wealth Advisory's portfolio in Q1 2026, its #26 holding.
VSM Wealth Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
VSM Wealth Advisory's Schwab U.S Small- Cap ETF position peaked at $10.7M in Q3 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.