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Wilson & Boucher Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wilson & Boucher Capital 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 		$1.16M Sell
39,740
-598
-1% -$17.9K 0.77% 37
2025
Q4 		$1.15M Buy
40,338
+206
+0.5% +$5.82K 0.75% 36
2025
Q3 		$1.12M Sell
40,132
-1,195
-3% -$32K 0.74% 38
2025
Q2 		$1.05M Sell
41,327
-396
-0.9% -$9.36K 0.73% 39
2025
Q1 		$978K Sell
41,723
-3,696
-8% -$94.2K 0.73% 39
2024
Q4 		$1.17M Sell
45,419
-1,591
-3% -$42.3K 0.83% 34
2024
Q3 		$1.21M Sell
47,010
-2,192
-4% -$54.4K 0.83% 34
2024
Q2 		$1.17M Buy
49,202
+4,950
+11% +$117K 0.89% 33
2024
Q1 		$1.09M Buy
44,252
+3,044
+7% +$71.3K 0.86% 35
2023
Q4 		$973K Buy
41,208
+8
+0% +$169 0.82% 37
2023
Q3 		$853K Buy
41,200
+404
+1% +$8.87K 0.81% 38
2023
Q2 		$893K Sell
40,796
-594
-1% -$12.4K 0.81% 36
2023
Q1 		$868K Buy
41,390
+4
+0% +$86 0.83% 37
2022
Q4 		$838K Buy
41,386
+2,334
+6% +$47.8K 0.86% 40
2022
Q3 		$738K Buy
39,052
+478
+1% +$10K 0.86% 42
2022
Q2 		$752K Sell
38,574
-1,456
-4% -$31.1K 0.83% 41
2022
Q1 		$948K Buy
40,030
+802
+2% +$18.9K 0.86% 40
2021
Q4 		$1M Buy
+39,228
New +$1.01M 0.9% 37

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

Wilson & Boucher Capital Management's SCHA Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.5% in Q1 2026, selling an estimated $17.9K and leaving 39,740 shares worth $1.16M. The position accounts for 0.77% of the portfolio, ranked #37.

Wilson & Boucher Capital Management first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Wilson & Boucher Capital Management held 39,740 shares of Schwab U.S Small- Cap ETF worth $1.16M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 598 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $17.9K.
  • Schwab U.S Small- Cap ETF made up 0.77% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #37 holding.
  • Wilson & Boucher Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's Schwab U.S Small- Cap ETF position peaked at $1.21M in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.