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

Balance 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	$128K	Buy	+3,926	New	+$134K	0.03%	211

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

Balance Wealth's SCHA Position: Q3 2026 in Review

Balance Wealth opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2026: 3,926 shares worth $128K. The stake represents 0.03% of the portfolio and ranks #211 among its holdings.

935 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Balance Wealth held 3,926 shares of Schwab U.S Small- Cap ETF worth $128K as of Q3 2026.
Schwab U.S Small- Cap ETF was a new Balance Wealth position in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #211 holding.
935 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.