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Windsor Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Windsor Advisory Group’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 		$1.28M Buy
+44,085
New +$1.32M 1.07% 22
2025
Q1 		– Sell
-33,069
Closed -$855K – 66
2024
Q4 		$855K Buy
+33,069
New +$880K 0.99% 18

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

Windsor Advisory Group's SCHA Position: Q1 2026 in Review

Windsor Advisory Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 44,085 shares worth $1.28M. The stake represents 1.07% of the portfolio and ranks #22 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in SCHA as recently as Q4 2024.

Windsor Advisory Group first reported a position in SCHA in Q4 2024 and has held it in 2 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Windsor Advisory Group held 44,085 shares of Schwab U.S Small- Cap ETF worth $1.28M as of Q1 2026.
  • Schwab U.S Small- Cap ETF was a new Windsor Advisory Group position in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 1.07% of Windsor Advisory Group's portfolio in Q1 2026, its #22 holding.
  • Windsor Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.