Colton Groome Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Colton Groome Financial 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	$271K	Hold	8,311	–	–	0.06%	130
2026 Q2	$300K	Hold	8,311	–	–	0.07%	134
2026 Q1	$242K	Hold	8,311	–	–	0.07%	126
2025 Q4	$237K	Hold	8,311	–	–	0.07%	129
2025 Q3	$232K	Hold	8,311	–	–	0.07%	124
2025 Q2	$210K	Buy	+8,311	New	+$196K	0.07%	128
2021 Q2	–	Sell	-9,576	Closed	-$239K	–	103
2021 Q1	$239K	Buy	+9,576	New	+$236K	0.13%	64

Other funds holding SCHA

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Colton Groome Financial Advisors's SCHA Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 8,311 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #130.

Colton Groome Financial Advisors first reported a position in SCHA in Q1 2021 and has held it in 7 quarters since. The position peaked at $300K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Colton Groome Financial Advisors held 8,311 shares of Schwab U.S Small- Cap ETF worth $271K as of Q3 2026.
Colton Groome Financial Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.06% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #130 holding.
Colton Groome Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 7 quarters since.
Colton Groome Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $300K in Q2 2026.
82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.