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

Wedgewood Investors’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	$272K	Hold	9,344	–	–	0.31%	80
2025 Q4	$266K	Hold	9,344	–	–	0.3%	82
2025 Q3	$261K	Sell	9,344 -146	-2%	-$3.9K	0.29%	82
2025 Q2	$240K	Hold	9,490	–	–	0.28%	89
2025 Q1	$222K	Buy	9,490 +146	+2%	+$3.72K	0.26%	90
2024 Q4	$242K	Hold	9,344	–	–	0.28%	86
2024 Q3	$241K	Hold	9,344	–	–	0.26%	89
2024 Q2	$222K	Buy	+9,344	New	+$221K	0.26%	90
2023 Q4	$221K	Buy	+9,344	New	+$197K	0.27%	90
2023 Q3	–	Sell	-9,452	Closed	-$207K	–	96
2023 Q2	$207K	Buy	+9,452	New	+$197K	0.27%	91
2022 Q2	–	Sell	-11,132	Closed	-$264K	–	95
2022 Q1	$264K	Hold	11,132	–	–	0.32%	82
2021 Q4	$285K	Hold	11,132	–	–	0.34%	78
2021 Q3	$279K	Hold	11,132	–	–	0.36%	74
2021 Q2	$290K	Hold	11,132	–	–	0.37%	76
2021 Q1	$277K	Buy	11,132 +24	+0.2%	+$590	0.35%	78
2020 Q4	$247K	Buy	+11,108	New	+$221K	0.32%	79

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

Wedgewood Investors's SCHA Position: Q1 2026 in Review

Wedgewood Investors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 9,344 shares worth $272K. The position accounts for 0.31% of the portfolio, ranked #80.

Wedgewood Investors first reported a position in SCHA in Q4 2020 and has held it in 16 quarters since. The position peaked at $290K in Q2 2021. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Wedgewood Investors held 9,344 shares of Schwab U.S Small- Cap ETF worth $272K as of Q1 2026.
Wedgewood Investors left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.31% of Wedgewood Investors's portfolio in Q1 2026, its #80 holding.
Wedgewood Investors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 16 quarters since.
Wedgewood Investors's Schwab U.S Small- Cap ETF position peaked at $290K in Q2 2021.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.