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

Bestgate Wealth Advisors’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	$280K	Buy	+8,579	New	+$293K	0.18%	53

Other funds holding SCHA

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

SIM

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

GAM

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

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

TCM

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

CST

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

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Bestgate Wealth Advisors's SCHA Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2026: 8,579 shares worth $280K. The stake represents 0.18% of the portfolio and ranks #53 among its holdings.

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

Bestgate Wealth Advisors held 8,579 shares of Schwab U.S Small- Cap ETF worth $280K as of Q3 2026.
Schwab U.S Small- Cap ETF was a new Bestgate Wealth Advisors position in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.18% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #53 holding.
268 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.