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

WealthCollab’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 		$68K Sell
2,340
-2,715
-54% -$81.4K 0.03% 173
2025
Q4 		$144K Buy
+5,055
New +$143K 0.06% 103

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

WealthCollab's SCHA Position: Q1 2026 in Review

WealthCollab reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 54% in Q1 2026, selling an estimated $81.4K and leaving 2,340 shares worth $68K. The position accounts for 0.03% of the portfolio, ranked #173.

WealthCollab first reported a position in SCHA in Q4 2025 and has held it in 2 quarters since. The position peaked at $144K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • WealthCollab held 2,340 shares of Schwab U.S Small- Cap ETF worth $68K as of Q1 2026.
  • WealthCollab sold 2,715 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $81.4K.
  • Schwab U.S Small- Cap ETF made up 0.03% of WealthCollab's portfolio in Q1 2026, its #173 holding.
  • WealthCollab first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • WealthCollab's Schwab U.S Small- Cap ETF position peaked at $144K in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.