CMH Wealth Management
SCHA icon

CMH Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CMH Wealth Management’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 		$2.74M Sell
83,919
-1,700
-2% -$58.2K 0.41% 56
2026
Q2 		$3.09M Buy
85,619
+3,000
+4% +$99.1K 0.47% 56
2026
Q1 		$2.4M Buy
+82,619
New +$2.48M 0.41% 63

Other funds holding SCHA

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

CMH Wealth Management's SCHA Position: Q3 2026 in Review

CMH Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2% in Q3 2026, selling an estimated $58.2K and leaving 83,919 shares worth $2.74M. The position accounts for 0.41% of the portfolio, ranked #56.

CMH Wealth Management first reported a position in SCHA in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.09M in Q2 2026. 984 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • CMH Wealth Management held 83,919 shares of Schwab U.S Small- Cap ETF worth $2.74M as of Q3 2026.
  • CMH Wealth Management sold 1,700 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $58.2K.
  • Schwab U.S Small- Cap ETF made up 0.41% of CMH Wealth Management's portfolio in Q3 2026, its #56 holding.
  • CMH Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • CMH Wealth Management's Schwab U.S Small- Cap ETF position peaked at $3.09M in Q2 2026.
  • 984 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.