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

WealthShield Partners’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 		$2.87M Sell
98,716
-2,606
-3% -$78.1K 0.32% 85
2025
Q4 		$2.89M Sell
101,322
-3,445
-3% -$97.3K 0.32% 92
2025
Q3 		$2.92M Sell
104,767
-1,479
-1% -$39.5K 0.33% 87
2025
Q2 		$2.69M Sell
106,246
-1,039
-1% -$24.6K 0.32% 90
2025
Q1 		$2.51M Buy
107,285
+2,183
+2% +$55.6K 0.32% 92
2024
Q4 		$2.72M Buy
105,102
+740
+0.7% +$19.7K 0.39% 77
2024
Q3 		$2.69M Buy
104,362
+138
+0.1% +$3.43K 0.36% 80
2024
Q2 		$2.48M Buy
104,224
+1,078
+1% +$25.6K 0.38% 79
2024
Q1 		$2.54M Buy
103,146
+4,140
+4% +$97K 0.41% 72
2023
Q4 		$2.34M Sell
99,006
-1,146
-1% -$24.2K 0.38% 75
2023
Q3 		$2.07M Buy
100,152
+386
+0.4% +$8.47K 0.31% 89
2023
Q2 		$2.18M Buy
99,766
+1,898
+2% +$39.6K 0.33% 78
2023
Q1 		$2.05M Buy
97,868
+2,358
+2% +$50.7K 0.33% 78
2022
Q4 		$1.93M Buy
95,510
+5,610
+6% +$115K 0.37% 72
2022
Q3 		$1.7M Buy
89,900
+5,920
+7% +$124K 0.34% 80
2022
Q2 		$1.64M Buy
83,980
+3,844
+5% +$82.2K 0.32% 79
2022
Q1 		$1.9M Buy
+80,136
New +$1.89M 0.3% 77
2021
Q3 		– Sell
-592
Closed -$15K – 632
2021
Q2 		$15K Hold
592
– – ﹤0.01% 697
2021
Q1 		$15K Buy
+592
New +$14.6K ﹤0.01% 728
2020
Q4 		– Sell
-44
Closed -$1K – 385
2020
Q3 		$1K Buy
+44
New +$757 ﹤0.01% 383

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

WealthShield Partners's SCHA Position: Q1 2026 in Review

WealthShield Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.6% in Q1 2026, selling an estimated $78.1K and leaving 98,716 shares worth $2.87M. The position accounts for 0.32% of the portfolio, ranked #85.

WealthShield Partners first reported a position in SCHA in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.92M in Q3 2025. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • WealthShield Partners held 98,716 shares of Schwab U.S Small- Cap ETF worth $2.87M as of Q1 2026.
  • WealthShield Partners sold 2,606 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $78.1K.
  • Schwab U.S Small- Cap ETF made up 0.32% of WealthShield Partners's portfolio in Q1 2026, its #85 holding.
  • WealthShield Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 20 quarters since.
  • WealthShield Partners's Schwab U.S Small- Cap ETF position peaked at $2.92M in Q3 2025.
  • 1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.