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Wealthfront Advisers’s
Schwab U.S Small- Cap ETF
SCHA
Stock Holding History
Wealthfront Advisers’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
$5.16M
Buy
177,425
+6,240
+4%
+$187K
0.01%
412
2025
Q4
$4.88M
Sell
171,185
-6,025
-3%
-$170K
0.01%
411
2025
Q3
$4.94M
Buy
177,210
+25,197
+17%
+$674K
0.01%
391
2025
Q2
$3.85M
Sell
152,013
-17,997
-11%
-$425K
0.01%
428
2025
Q1
$3.98M
Buy
170,010
+29,075
+21%
+$741K
0.01%
398
2024
Q4
$3.64M
Buy
140,935
+14,339
+11%
+$382K
0.01%
395
2024
Q3
$3.26M
Buy
126,596
+22,166
+21%
+$550K
0.01%
394
2024
Q2
$2.48M
Sell
104,430
-5,626
-5%
-$133K
0.01%
434
2024
Q1
$2.71M
Buy
110,056
+20,062
+22%
+$470K
0.01%
411
2023
Q4
$2.13M
Buy
89,994
+604
+0.7%
+$12.7K
0.01%
450
2023
Q3
$1.85M
Sell
89,390
-7,810
-8%
-$171K
0.01%
434
2023
Q2
$2.13M
Buy
97,200
+2,448
+3%
+$51K
0.01%
403
2023
Q1
$1.99M
Buy
94,752
+4,214
+5%
+$90.6K
0.01%
413
2022
Q4
$1.83M
Buy
90,538
+938
+1%
+$19.2K
0.01%
424
2022
Q3
$1.69M
Buy
89,600
+27,338
+44%
+$572K
0.01%
400
2022
Q2
$1.21M
Buy
62,262
+10,558
+20%
+$226K
0.01%
463
2022
Q1
$1.22M
Buy
51,704
+23,572
+84%
+$556K
0.01%
496
2021
Q4
$720K
Sell
28,132
-46,968
-63%
-$1.22M
﹤0.01%
537
2021
Q3
$1.88M
Buy
75,100
+28,192
+60%
+$716K
0.01%
363
2021
Q2
$1.22M
Buy
+46,908
New
+$1.2M
0.01%
405
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
$564B AUM
30.12%
1-Year Est. Return
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
New York
$70.5B AUM
21.68%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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