BCK Partners
SCHA icon

BCK Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

BCK Partners’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 		$1.47M Sell
44,997
-641
-1% -$21.9K 0.72% 10
2026
Q2 		$1.65M Sell
45,638
-1,826
-4% -$60.3K 0.79% 10
2026
Q1 		$1.38M Sell
47,464
-281
-0.6% -$8.42K 0.75% 10
2025
Q4 		$1.36M Sell
47,745
-425
-0.9% -$12K 0.73% 10
2025
Q3 		$1.34M Sell
48,170
-470
-1% -$12.6K 0.72% 10
2025
Q2 		$1.23M Sell
48,640
-350
-0.7% -$8.27K 0.72% 10
2025
Q1 		$1.15M Sell
48,990
-255
-0.5% -$6.5K 0.72% 10
2024
Q4 		$1.27M Sell
49,245
-5,201
-10% -$138K 0.78% 10
2024
Q3 		$1.4M Sell
54,446
-686
-1% -$17K 0.67% 10
2024
Q2 		$1.31M Sell
55,132
-1,968
-3% -$46.6K 0.68% 11
2024
Q1 		$1.41M Sell
57,100
-3,770
-6% -$88.3K 0.75% 10
2023
Q4 		$1.44M Sell
60,870
-3,376
-5% -$71.2K 0.82% 9
2023
Q3 		$1.33M Sell
64,246
-1,190
-2% -$26.1K 0.83% 9
2023
Q2 		$1.43M Sell
65,436
-8,984
-12% -$187K 0.9% 9
2023
Q1 		$1.56M Sell
74,420
-8,968
-11% -$193K 1.01% 10
2022
Q4 		$1.69M Sell
83,388
-33,814
-29% -$693K 1.14% 11
2022
Q3 		$2.22M Buy
117,202
+51,878
+79% +$1.09M 1.6% 10
2022
Q2 		$1.27M Sell
65,324
-284
-0.4% -$6.07K 0.89% 9
2022
Q1 		$1.55M Sell
65,608
-628
-0.9% -$14.8K 0.96% 9
2021
Q4 		$1.7M Sell
66,236
-1,400
-2% -$36.2K 1.02% 9
2021
Q3 		$1.69M Sell
67,636
-4,424
-6% -$112K 1.07% 9
2021
Q2 		$1.88M Sell
72,060
-4,900
-6% -$125K 1.24% 9
2021
Q1 		$1.95M Sell
76,960
-5,948
-7% -$146K 1.39% 9
2020
Q4 		$1.84M Buy
+82,908
New +$1.65M 1.61% 9

Other funds holding SCHA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
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
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

BCK Partners's SCHA Position: Q3 2026 in Review

BCK Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.4% in Q3 2026, selling an estimated $21.9K and leaving 44,997 shares worth $1.47M. The position accounts for 0.72% of the portfolio, ranked #10.

BCK Partners first reported a position in SCHA in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.22M in Q3 2022. 703 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • BCK Partners held 44,997 shares of Schwab U.S Small- Cap ETF worth $1.47M as of Q3 2026.
  • BCK Partners sold 641 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $21.9K.
  • Schwab U.S Small- Cap ETF made up 0.72% of BCK Partners's portfolio in Q3 2026, its #10 holding.
  • BCK Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • BCK Partners's Schwab U.S Small- Cap ETF position peaked at $2.22M in Q3 2022.
  • 703 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on BCK Partners's 13F filing for Q3 2026, filed 23 Oct 2026.