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

Certior Financial Group’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	$5.9M	Sell	180,834 -230	-0.1%	-$7.87K	3.2%	6
2026 Q2	$6.54M	Buy	181,064 +7,316	+4%	+$242K	3.58%	5
2026 Q1	$5.05M	Buy	173,748 +9,475	+6%	+$284K	3.22%	5
2025 Q4	$4.68M	Buy	164,273 +6,244	+4%	+$176K	3.16%	4
2025 Q3	$4.41M	Buy	158,029 +8,766	+6%	+$234K	2.93%	5
2025 Q2	$3.78M	Buy	149,263 +17,315	+13%	+$409K	2.82%	7
2025 Q1	$3.09M	Buy	131,948 +50,717	+62%	+$1.29M	2.5%	9
2024 Q4	$2.1M	Buy	+81,231	New	+$2.16M	1.82%	16

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

Certior Financial Group's SCHA Position: Q3 2026 in Review

Certior Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.13% in Q3 2026, selling an estimated $7.87K and leaving 180,834 shares worth $5.9M. The position accounts for 3.2% of the portfolio, ranked #6.

Certior Financial Group first reported a position in SCHA in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.54M in Q2 2026. 628 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Certior Financial Group held 180,834 shares of Schwab U.S Small- Cap ETF worth $5.9M as of Q3 2026.
Certior Financial Group sold 230 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $7.87K.
Schwab U.S Small- Cap ETF made up 3.2% of Certior Financial Group's portfolio in Q3 2026, its #6 holding.
Certior Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 8 quarters since.
Certior Financial Group's Schwab U.S Small- Cap ETF position peaked at $6.54M in Q2 2026.
628 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.