Chapin Davis
SCHA icon

Chapin Davis’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Chapin Davis’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 		$210K Buy
6,440
+712
+12% +$24.4K 0.04% 238
2026
Q2 		$207K Buy
+5,728
New +$189K 0.04% 243

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
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Chapin Davis's SCHA Position: Q3 2026 in Review

Chapin Davis increased its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q3 2026, buying an estimated $24.4K and bringing the position to 6,440 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #238.

Chapin Davis first reported a position in SCHA in Q2 2026 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Chapin Davis held 6,440 shares of Schwab U.S Small- Cap ETF worth $210K as of Q3 2026.
  • Chapin Davis bought 712 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $24.4K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Chapin Davis's portfolio in Q3 2026, its #238 holding.
  • Chapin Davis first reported a position in Schwab U.S Small- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.