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Aurora Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aurora Private Wealth’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 		$474K Buy
14,521
+373
+3% +$12.8K 0.3% 83
2026
Q2 		$511K Sell
14,148
-42
-0.3% -$1.39K 0.32% 70
2026
Q1 		$404K Hold
14,190
– – 0.29% 87
2025
Q4 		$404K Buy
+14,190
New +$401K 0.27% 89
2025
Q2 		$413K Buy
+16,322
New +$386K 0.31% 83
2025
Q1 		– Sell
-12,375
Closed -$320K – 165
2024
Q4 		$320K Sell
12,375
-1,969
-14% -$52.4K 0.24% 107
2024
Q3 		$369K Buy
14,344
+86
+0.6% +$2.14K 0.29% 88
2024
Q2 		$338K Sell
14,258
-720
-5% -$17.1K 0.3% 86
2024
Q1 		$365K Sell
14,978
-2,016
-12% -$47.2K 0.32% 82
2023
Q4 		$401K Buy
16,994
+1,352
+9% +$28.5K 0.38% 75
2023
Q3 		$324K Sell
15,642
-466
-3% -$10.2K 0.36% 80
2023
Q2 		$353K Buy
16,108
+72
+0.4% +$1.5K 0.4% 70
2023
Q1 		$336K Buy
16,036
+44
+0.3% +$946 0.36% 84
2022
Q4 		$324K Sell
15,992
-280
-2% -$5.74K 0.37% 80
2022
Q3 		$308K Sell
16,272
-1,748
-10% -$36.6K 0.14% 112
2022
Q2 		$351K Sell
18,020
-2,040
-10% -$43.6K 0.16% 104
2022
Q1 		$475K Sell
20,060
-1,784
-8% -$42.1K 0.2% 94
2021
Q4 		$559K Sell
21,844
-1,648
-7% -$42.6K 0.24% 74
2021
Q3 		$588K Buy
23,492
+52
+0.2% +$1.32K 0.24% 86
2021
Q2 		$610K Buy
23,440
+2,928
+14% +$74.9K 0.24% 89
2021
Q1 		$511K Buy
+20,512
New +$504K 0.21% 98
2020
Q1 		– Sell
-22,592
Closed -$427K – 266
2019
Q4 		$427K Buy
+22,592
New +$409K 0.15% 113

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
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
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Noble Family Wealth
Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

Aurora Private Wealth's SCHA Position: Q3 2026 in Review

Aurora Private Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.6% in Q3 2026, buying an estimated $12.8K and bringing the position to 14,521 shares worth $474K. The position accounts for 0.3% of the portfolio, ranked #83.

Aurora Private Wealth first reported a position in SCHA in Q4 2019 and has held it in 22 quarters since. The position peaked at $610K in Q2 2021. 555 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Aurora Private Wealth held 14,521 shares of Schwab U.S Small- Cap ETF worth $474K as of Q3 2026.
  • Aurora Private Wealth bought 373 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $12.8K.
  • Schwab U.S Small- Cap ETF made up 0.3% of Aurora Private Wealth's portfolio in Q3 2026, its #83 holding.
  • Aurora Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Aurora Private Wealth's Schwab U.S Small- Cap ETF position peaked at $610K in Q2 2021.
  • 555 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.