Western Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Western Wealth Management’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	$468K	Buy	16,095 +5,957	+59%	+$179K	0.02%	659
2025 Q4	$289K	Sell	10,138 -505	-5%	-$14.3K	0.01%	675
2025 Q3	$297K	Sell	10,643 -107	-1%	-$2.86K	0.02%	599
2025 Q2	$272K	Sell	10,750 -206	-2%	-$4.87K	0.02%	581
2025 Q1	$257K	Sell	10,956 -989	-8%	-$25.2K	0.02%	576
2024 Q4	$309K	Sell	11,945 -1,221	-9%	-$32.5K	0.02%	512
2024 Q3	$339K	Sell	13,166 -666	-5%	-$16.5K	0.02%	562
2024 Q2	$328K	Sell	13,832 -5,836	-30%	-$138K	0.02%	469
2024 Q1	$484K	Sell	19,668 -900	-4%	-$21.1K	0.04%	371
2023 Q4	$486K	Sell	20,568 -7,990	-28%	-$168K	0.04%	420
2023 Q3	$591K	Buy	28,558 +9,446	+49%	+$207K	0.05%	349
2023 Q2	$419K	Buy	19,112 +110	+0.6%	+$2.29K	0.04%	422
2023 Q1	$398K	Sell	19,002 -1,074	-5%	-$23.1K	0.04%	430
2022 Q4	$407K	Sell	20,076 -8,920	-31%	-$183K	0.04%	385
2022 Q3	$571K	Buy	28,996 +11,976	+70%	+$250K	0.03%	438
2022 Q2	$331K	Sell	17,020 -36	-0.2%	-$770	0.02%	582
2022 Q1	$404K	Sell	17,056 -1,652	-9%	-$39K	0.02%	588
2021 Q4	$480K	Buy	+18,708	New	+$484K	0.05%	336
2021 Q2	$367K	Buy	14,124 +2,868	+25%	+$73.3K	0.04%	438
2021 Q1	$280K	Buy	11,256 +996	+10%	+$24.5K	0.04%	418
2020 Q4	$228K	Buy	+10,260	New	+$204K	0.03%	418

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

Western Wealth Management's SCHA Position: Q1 2026 in Review

Western Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 59% in Q1 2026, buying an estimated $179K and bringing the position to 16,095 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #659.

Western Wealth Management first reported a position in SCHA in Q4 2020 and has held it in 21 quarters since. The position peaked at $591K in Q3 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Western Wealth Management held 16,095 shares of Schwab U.S Small- Cap ETF worth $468K as of Q1 2026.
Western Wealth Management bought 5,957 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $179K.
Schwab U.S Small- Cap ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #659 holding.
Western Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 21 quarters since.
Western Wealth Management's Schwab U.S Small- Cap ETF position peaked at $591K in Q3 2023.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.