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Binnacle Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Binnacle Investments’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
2025
Q3 		$4.35K Hold
156
– – ﹤0.01% 550
2025
Q2 		$3.95K Buy
+156
New +$3.69K ﹤0.01% 493

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Binnacle Investments's SCHA Position: Q3 2025 in Review

Binnacle Investments held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2025 at 156 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Binnacle Investments first reported a position in SCHA in Q2 2025 and has held it in 2 quarters since. 1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Binnacle Investments held 156 shares of Schwab U.S Small- Cap ETF worth $4.35K as of Q3 2025.
  • Binnacle Investments left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2025.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #550 holding.
  • Binnacle Investments first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.