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

Williams Jones 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 		– Sell
-7,868
Closed -$224K – 531
2025
Q4 		$224K Buy
+7,868
New +$222K ﹤0.01% 459

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

Williams Jones Wealth Management's SCHA Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 7,868 shares — an estimated $224K sold.

Williams Jones Wealth Management first reported a position in SCHA in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Williams Jones Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 7,868 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $224K.
  • Williams Jones Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Williams Jones Wealth Management's Schwab U.S Small- Cap ETF position peaked at $224K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.