Apella Capital
SCHA icon

Apella Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Apella Capital’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 		$10.6M Buy
325,965
+274,728
+536% +$9.4M 0.13% 121
2026
Q2 		$1.77M Sell
51,237
-3,682
-7% -$122K 0.03% 284
2026
Q1 		$1.77M Sell
54,919
-1,582
-3% -$47.4K 0.03% 274
2025
Q4 		$1.61M Buy
56,501
+9,929
+21% +$280K 0.03% 224
2025
Q3 		$1.3M Buy
46,572
+35,610
+325% +$952K 0.03% 219
2025
Q2 		$282K Buy
10,962
+2
+0% +$47 0.01% 360
2025
Q1 		$245K Sell
10,960
-1,939
-15% -$49.4K 0.01% 343
2024
Q4 		$334K Buy
12,899
+9
+0.1% +$239 0.01% 277
2024
Q3 		$327K Buy
+12,890
New +$320K 0.01% 262
2024
Q1 		– Sell
-10,158
Closed -$232K – 300
2023
Q4 		$232K Buy
+10,158
New +$214K 0.01% 264

Other funds holding SCHA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

Apella Capital's SCHA Position: Q3 2026 in Review

Apella Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 536% in Q3 2026, buying an estimated $9.4M and bringing the position to 325,965 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #121.

Apella Capital first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 943 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Apella Capital held 325,965 shares of Schwab U.S Small- Cap ETF worth $10.6M as of Q3 2026.
  • Apella Capital bought 274,728 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $9.4M.
  • Schwab U.S Small- Cap ETF made up 0.13% of Apella Capital's portfolio in Q3 2026, its #121 holding.
  • Apella Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 943 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.