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

Climber Capital’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	$1.05M	Buy	36,459 +419	+1%	+$14.3K	0.64%	34
2026 Q2	$1.2M	Buy	36,040 +494	+1%	+$16.3K	0.74%	31
2026 Q1	$956K	Sell	35,546 -14,048	-28%	-$421K	0.63%	34
2025 Q4	$1.34M	Buy	+49,594	New	+$1.4M	0.87%	31
2025 Q2	$1.33M	Hold	55,574	–	–	0.85%	31
2025 Q1	$1.02M	Buy	55,574 +4,410	+9%	+$112K	0.8%	32
2024 Q4	$1.25M	Buy	+51,164	New	+$1.36M	1.03%	25

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

Climber Capital's SCHA Position: Q3 2026 in Review

Climber Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q3 2026, buying an estimated $14.3K and bringing the position to 36,459 shares worth $1.05M. The position accounts for 0.64% of the portfolio, ranked #34.

Climber Capital first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2025. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Climber Capital held 36,459 shares of Schwab U.S Small- Cap ETF worth $1.05M as of Q3 2026.
Climber Capital bought 419 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $14.3K.
Schwab U.S Small- Cap ETF made up 0.64% of Climber Capital's portfolio in Q3 2026, its #34 holding.
Climber Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's Schwab U.S Small- Cap ETF position peaked at $1.34M in Q4 2025.
663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.