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

Williams Financial’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
2025
Q4 		– Sell
-8,911
Closed -$249K – 28
2025
Q3 		$249K Buy
+8,911
New +$238K 0.26% 14
2025
Q1 		– Sell
-8,599
Closed -$222K – 21
2024
Q4 		$222K Buy
8,599
+51
+0.6% +$1.36K 0.14% 17
2024
Q3 		$220K Sell
8,548
-104
-1% -$2.58K 0.14% 15
2024
Q2 		$205K Buy
+8,652
New +$205K 0.14% 17

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Williams Financial's SCHA Position: Q4 2025 in Review

Williams Financial sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 8,911 shares — an estimated $249K sold.

Williams Financial first reported a position in SCHA in Q2 2024 and held it in 4 quarters. The position peaked at $249K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Williams Financial reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Williams Financial sold 8,911 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $249K.
  • Williams Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and held it in 4 quarters.
  • Williams Financial's Schwab U.S Small- Cap ETF position peaked at $249K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Williams Financial's 13F filing for Q4 2025, filed 2 Feb 2026.