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3 Factor Indexing’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

3 Factor Indexing’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
Q2 		$616K Sell
17,038
-12,762
-43% -$422K 0.52% 31
2026
Q1 		$867K Buy
+29,800
New +$893K 0.82% 22

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

3 Factor Indexing's SCHA Position: Q2 2026 in Review

3 Factor Indexing reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 43% in Q2 2026, selling an estimated $422K and leaving 17,038 shares worth $616K. The position accounts for 0.52% of the portfolio, ranked #31.

3 Factor Indexing first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. The position peaked at $867K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • 3 Factor Indexing held 17,038 shares of Schwab U.S Small- Cap ETF worth $616K as of Q2 2026.
  • 3 Factor Indexing sold 12,762 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $422K.
  • Schwab U.S Small- Cap ETF made up 0.52% of 3 Factor Indexing's portfolio in Q2 2026, its #31 holding.
  • 3 Factor Indexing first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's Schwab U.S Small- Cap ETF position peaked at $867K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.