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

Birchbrook’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	$343K	Hold	10,520	–	–	0.16%	65
2026 Q2	$380K	Hold	10,520	–	–	0.18%	66
2026 Q1	$306K	Hold	10,520	–	–	0.15%	65
2025 Q4	$300K	Hold	10,520	–	–	0.15%	63
2025 Q3	$294K	Hold	10,520	–	–	0.15%	63
2025 Q2	$266K	Hold	10,520	–	–	0.14%	65
2025 Q1	$246K	Hold	10,520	–	–	0.14%	61
2024 Q4	$272K	Hold	10,520	–	–	0.15%	56
2024 Q3	$271K	Hold	10,520	–	–	0.15%	55
2024 Q2	$250K	Hold	10,520	–	–	0.15%	58
2024 Q1	$259K	Hold	10,520	–	–	0.15%	56
2023 Q4	$248K	Buy	+10,520	New	+$222K	0.16%	59

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

Birchbrook's SCHA Position: Q3 2026 in Review

Birchbrook held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 10,520 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #65.

Birchbrook first reported a position in SCHA in Q4 2023 and has held it in 12 quarters since. The position peaked at $380K in Q2 2026. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Birchbrook held 10,520 shares of Schwab U.S Small- Cap ETF worth $343K as of Q3 2026.
Birchbrook left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.16% of Birchbrook's portfolio in Q3 2026, its #65 holding.
Birchbrook first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Schwab U.S Small- Cap ETF position peaked at $380K in Q2 2026.
663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.