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Wiser Advisor Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wiser Advisor 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 		$1.44M Buy
49,564
+9,443
+24% +$283K 1.74% 24
2025
Q4 		$1.14M Sell
40,121
-730
-2% -$20.6K 1.31% 29
2025
Q3 		$1.14M Buy
40,851
+81
+0.2% +$2.17K 1.42% 27
2025
Q2 		$1.03M Buy
40,770
+34
+0.1% +$804 1.79% 23
2025
Q1 		$954K Sell
40,736
-1,396
-3% -$35.6K 1.41% 25
2024
Q4 		$1.09M Buy
42,132
+202
+0.5% +$5.38K 1.58% 24
2024
Q3 		$1.08M Buy
41,930
+206
+0.5% +$5.12K 1.61% 23
2024
Q2 		$990K Sell
41,724
-608
-1% -$14.4K 1.56% 23
2024
Q1 		$1.04M Sell
42,332
-280
-0.7% -$6.56K 1.63% 23
2023
Q4 		$1.01M Buy
+42,612
New +$898K 1.67% 22

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