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

Brass Tax 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
2025 Q3	$795K	Buy	28,496 +929	+3%	+$24.8K	0.13%	82
2025 Q2	$697K	Buy	27,567 +3,333	+14%	+$78.8K	0.13%	85
2025 Q1	$568K	Sell	24,234 -2,293	-9%	-$58.4K	0.12%	90
2024 Q4	$686K	Buy	26,527 +231	+0.9%	+$6.15K	0.14%	78
2024 Q3	$677K	Buy	+26,296	New	+$653K	0.15%	72

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Brass Tax Wealth Management's SCHA Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.4% in Q3 2025, buying an estimated $24.8K and bringing the position to 28,496 shares worth $795K. The position accounts for 0.13% of the portfolio, ranked #82.

Brass Tax Wealth Management first reported a position in SCHA in Q3 2024 and has held it in 5 quarters since. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

Brass Tax Wealth Management held 28,496 shares of Schwab U.S Small- Cap ETF worth $795K as of Q3 2025.
Brass Tax Wealth Management bought 929 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $24.8K.
Schwab U.S Small- Cap ETF made up 0.13% of Brass Tax Wealth Management's portfolio in Q3 2025, its #82 holding.
Brass Tax Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 5 quarters since.
1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.