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

Brucke Financial’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	$661K	Buy	20,256 +190	+0.9%	+$6.5K	0.28%	71
2026 Q2	$725K	Sell	20,066 -1,049	-5%	-$34.7K	0.32%	58
2026 Q1	$614K	Sell	21,115 -1,029	-5%	-$30.8K	0.31%	60
2025 Q4	$631K	Sell	22,144 -180	-0.8%	-$5.08K	0.34%	62
2025 Q3	$627K	Sell	22,324 -2,144	-9%	-$57.3K	0.37%	58
2025 Q2	$619K	Buy	24,468 +797	+3%	+$18.8K	0.43%	53
2025 Q1	$540K	Buy	23,671 +2,254	+11%	+$57.5K	0.47%	54
2024 Q4	$572K	Buy	+21,417	New	+$570K	0.49%	52

Other funds holding SCHA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 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

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Brucke Financial's SCHA Position: Q3 2026 in Review

Brucke Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.95% in Q3 2026, buying an estimated $6.5K and bringing the position to 20,256 shares worth $661K. The position accounts for 0.28% of the portfolio, ranked #71.

Brucke Financial first reported a position in SCHA in Q4 2024 and has held it in 8 quarters since. The position peaked at $725K in Q2 2026. 885 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Brucke Financial held 20,256 shares of Schwab U.S Small- Cap ETF worth $661K as of Q3 2026.
Brucke Financial bought 190 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $6.5K.
Schwab U.S Small- Cap ETF made up 0.28% of Brucke Financial's portfolio in Q3 2026, its #71 holding.
Brucke Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 8 quarters since.
Brucke Financial's Schwab U.S Small- Cap ETF position peaked at $725K in Q2 2026.
885 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.