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

Activest 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 Q3	$63.9K	Buy	1,957 +6	+0.3%	+$205	0.01%	239
2026 Q2	$70.5K	Buy	1,951 +5	+0.3%	+$165	0.01%	229
2026 Q1	$56.6K	Buy	1,946 +6	+0.3%	+$180	0.01%	309
2025 Q4	$55.3K	Buy	+1,940	New	+$54.8K	0.01%	303

Other funds holding SCHA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Activest Wealth Management's SCHA Position: Q3 2026 in Review

Activest Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.31% in Q3 2026, buying an estimated $205 and bringing the position to 1,957 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #239.

Activest Wealth Management first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. The position peaked at $70.5K in Q2 2026. 885 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Activest Wealth Management held 1,957 shares of Schwab U.S Small- Cap ETF worth $63.9K as of Q3 2026.
Activest Wealth Management bought 6 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $205.
Schwab U.S Small- Cap ETF made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #239 holding.
Activest Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
Activest Wealth Management's Schwab U.S Small- Cap ETF position peaked at $70.5K in Q2 2026.
885 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.