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

BankPlus 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	$2.63M	Buy	80,595 +19,549	+32%	+$669K	1.15%	18
2026 Q2	$2.21M	Buy	61,046 +7,542	+14%	+$249K	0.99%	20
2026 Q1	$1.56M	Buy	53,504 +7,489	+16%	+$224K	0.8%	22
2025 Q4	$1.31M	Buy	46,015 +4,292	+10%	+$121K	0.72%	24
2025 Q3	$1.16M	Buy	41,723 +10,843	+35%	+$290K	0.69%	22
2025 Q2	$781K	Sell	30,880 -9,115	-23%	-$215K	0.52%	34
2025 Q1	$937K	Buy	39,995 +27,289	+215%	+$696K	0.69%	24
2024 Q4	$329K	Buy	+12,706	New	+$338K	0.24%	80

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

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

BankPlus Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 32% in Q3 2026, buying an estimated $669K and bringing the position to 80,595 shares worth $2.63M. The position accounts for 1.15% of the portfolio, ranked #18.

BankPlus Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

BankPlus Wealth Management held 80,595 shares of Schwab U.S Small- Cap ETF worth $2.63M as of Q3 2026.
BankPlus Wealth Management bought 19,549 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $669K.
Schwab U.S Small- Cap ETF made up 1.15% of BankPlus Wealth Management's portfolio in Q3 2026, its #18 holding.
BankPlus Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 8 quarters since.
663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

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