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

Armstrong 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 Q3	$66.8K	Buy	2,049 +1,639	+400%	+$56.1K	﹤0.01%	388
2026 Q2	$14.8K	Hold	410	–	–	﹤0.01%	649
2026 Q1	$11.9K	Buy	410 +140	+52%	+$4.2K	﹤0.01%	655
2025 Q4	$7.69K	Hold	270	–	–	﹤0.01%	720
2025 Q3	$7.53K	Hold	270	–	–	﹤0.01%	725
2025 Q2	$6.83K	Hold	270	–	–	﹤0.01%	717
2025 Q1	$6.98K	Hold	270	–	–	﹤0.01%	665
2024 Q4	$6.98K	Hold	270	–	–	﹤0.01%	665
2024 Q3	$6.95K	Buy	270 +210	+350%	+$5.21K	﹤0.01%	632
2024 Q2	$1.42K	Buy	+60	New	+$1.42K	﹤0.01%	746

Other funds holding SCHA

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

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

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Armstrong Advisory Group's SCHA Position: Q3 2026 in Review

Armstrong Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 400% in Q3 2026, buying an estimated $56.1K and bringing the position to 2,049 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Armstrong Advisory Group first reported a position in SCHA in Q2 2024 and has held it in 10 quarters since. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Armstrong Advisory Group held 2,049 shares of Schwab U.S Small- Cap ETF worth $66.8K as of Q3 2026.
Armstrong Advisory Group bought 1,639 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $56.1K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #388 holding.
Armstrong Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 10 quarters since.
477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.