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

Capital Planning’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 		– Sell
-13,261
Closed -$479K – 89
2026
Q2 		$479K Buy
13,261
+1,051
+9% +$34.7K 0.14% 56
2026
Q1 		$355K Buy
+12,210
New +$366K 0.12% 63
2025
Q1 		– Sell
-19,392
Closed -$501K – 98
2024
Q4 		$501K Buy
+19,392
New +$516K 0.13% 64
2024
Q3 		– Sell
-11,960
Closed -$285K – 89
2024
Q2 		$285K Buy
11,960
+1,266
+12% +$30K 0.09% 68
2024
Q1 		$263K Buy
+10,694
New +$251K 0.09% 73
2023
Q4 		– Sell
-47,308
Closed -$980K – 76
2023
Q3 		$980K Buy
+47,308
New +$1.04M 0.39% 43
2023
Q2 		– Sell
-341,856
Closed -$7.17M – 74
2023
Q1 		$7.17M Buy
341,856
+64,364
+23% +$1.38M 2.96% 11
2022
Q4 		$5.62M Buy
+277,492
New +$5.69M 2.5% 15
2022
Q2 		– Sell
-295,254
Closed -$6.99M – 66
2022
Q1 		$6.99M Buy
295,254
+132,014
+81% +$3.12M 2.72% 17
2021
Q4 		$4.18M Buy
163,240
+120,548
+282% +$3.12M 1.55% 23
2021
Q3 		$1.07M Sell
42,692
-177,056
-81% -$4.5M 0.44% 36
2021
Q2 		$5.72M Sell
219,748
-43,628
-17% -$1.12M 2.43% 19
2021
Q1 		$6.56M Buy
263,376
+90,340
+52% +$2.22M 2.89% 12
2020
Q4 		$3.85M Buy
+173,036
New +$3.45M 1.8% 21

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Noble Family Wealth
Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

Capital Planning's SCHA Position: Q3 2026 in Review

Capital Planning sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2026, closing a stake of 13,261 shares — an estimated $479K sold.

Capital Planning first reported a position in SCHA in Q4 2020 and held it in 14 quarters. The position peaked at $7.17M in Q1 2023. 589 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Capital Planning reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Capital Planning sold 13,261 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $479K.
  • Capital Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 14 quarters.
  • Capital Planning's Schwab U.S Small- Cap ETF position peaked at $7.17M in Q1 2023.
  • 589 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.