Cedar Mountain Advisors
SCHA icon

Cedar Mountain Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cedar Mountain Advisors’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 		$12.5K Hold
384
– – ﹤0.01% 412
2026
Q2 		$13.9K Hold
384
– – ﹤0.01% 425
2026
Q1 		$11.2K Hold
384
– – ﹤0.01% 429
2025
Q4 		$10.9K Hold
384
– – ﹤0.01% 240
2025
Q3 		$10.7K Hold
384
– – ﹤0.01% 248
2025
Q2 		$9.7K Hold
384
– – ﹤0.01% 217
2025
Q1 		$9K Hold
384
– – ﹤0.01% 210
2024
Q4 		$9.9K Hold
384
– – ﹤0.01% 207
2024
Q3 		$9.9K Hold
384
– – ﹤0.01% 198
2024
Q2 		$9.11K Hold
384
– – ﹤0.01% 194
2024
Q1 		$9.45K Hold
384
– – ﹤0.01% 190
2023
Q4 		$9.07K Hold
384
– – ﹤0.01% 188
2023
Q3 		$7.95K Sell
384
-4
-1% -$88 ﹤0.01% 187
2023
Q2 		$8.5K Hold
388
– – ﹤0.01% 177
2023
Q1 		$8.13K Hold
388
– – ﹤0.01% 177
2022
Q4 		$7.86K Hold
388
– – ﹤0.01% 176
2022
Q3 		$7K Hold
388
– – ﹤0.01% 189
2022
Q2 		$8K Sell
388
-12
-3% -$257 ﹤0.01% 182
2022
Q1 		$9K Buy
400
+12
+3% +$283 ﹤0.01% 184
2021
Q4 		$10K Sell
388
-4
-1% -$103 ﹤0.01% 177
2021
Q3 		$10K Sell
392
-168
-30% -$4.27K ﹤0.01% 168
2021
Q2 		$15K Hold
560
– – 0.01% 136
2021
Q1 		$14K Sell
560
-48
-8% -$1.18K ﹤0.01% 150
2020
Q4 		$14K Hold
608
– – 0.01% 150
2020
Q3 		$10K Sell
608
-360
-37% -$6.2K ﹤0.01% 162
2020
Q2 		$16K Sell
968
-56
-5% -$839 0.01% 117
2020
Q1 		$13K Sell
1,024
-52
-5% -$884 0.01% 113
2019
Q4 		$20K Buy
+1,076
New +$19.5K 0.01% 109

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 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
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Cedar Mountain Advisors's SCHA Position: Q3 2026 in Review

Cedar Mountain Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 384 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Cedar Mountain Advisors first reported a position in SCHA in Q4 2019 and has held it in 28 quarters since. The position peaked at $20K in Q4 2019. 403 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Cedar Mountain Advisors held 384 shares of Schwab U.S Small- Cap ETF worth $12.5K as of Q3 2026.
  • Cedar Mountain Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #412 holding.
  • Cedar Mountain Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Schwab U.S Small- Cap ETF position peaked at $20K in Q4 2019.
  • 403 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.