Columbus Macro
SCHA icon

Columbus Macro’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Columbus Macro’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 		$2.6M Sell
79,624
-2,138
-3% -$73.1K 0.25% 116
2026
Q2 		$2.95M Buy
81,762
+545
+0.7% +$18K 0.29% 106
2026
Q1 		$2.36M Buy
81,217
+1,770
+2% +$53.1K 0.25% 107
2025
Q4 		$2.26M Buy
79,447
+3,277
+4% +$92.5K 0.25% 113
2025
Q3 		$2.13M Sell
76,170
-1,245
-2% -$33.3K 0.24% 116
2025
Q2 		$1.96M Buy
77,415
+8,663
+13% +$205K 0.24% 118
2025
Q1 		$1.61M Buy
68,752
+2,873
+4% +$73.2K 0.21% 128
2024
Q4 		$1.7M Buy
65,879
+56,899
+634% +$1.51M 0.24% 127
2024
Q3 		$225K Buy
8,980
+16
+0.2% +$397 0.08% 165
2024
Q2 		$213K Buy
+8,964
New +$212K 0.08% 170
2022
Q3 		– Sell
-38,442
Closed -$749K – 187
2022
Q2 		$749K Sell
38,442
-3,022
-7% -$64.6K 0.28% 100
2022
Q1 		$982K Sell
41,464
-1,220
-3% -$28.8K 0.34% 88
2021
Q4 		$1.09M Sell
42,684
-5,464
-11% -$141K 0.37% 86
2021
Q3 		$1.2M Sell
48,148
-3,228
-6% -$82K 0.4% 76
2021
Q2 		$1.34M Sell
51,376
-4,372
-8% -$112K 0.42% 73
2021
Q1 		$1.39M Sell
55,748
-9,440
-14% -$232K 0.43% 67
2020
Q4 		$1.45M Sell
65,188
-36,992
-36% -$737K 0.45% 63
2020
Q3 		$1.74M Sell
102,180
-26,040
-20% -$448K 0.53% 63
2020
Q2 		$2.09M Sell
128,220
-10,748
-8% -$161K 0.57% 55
2020
Q1 		$1.79M Buy
138,968
+10,288
+8% +$175K 0.52% 55
2019
Q4 		$2.43M Sell
128,680
-21,132
-14% -$382K 0.54% 55
2019
Q3 		$2.61M Sell
149,812
-262,048
-64% -$4.63M 0.66% 54
2019
Q2 		$7.37M Buy
411,860
+107,404
+35% +$1.9M 1.58% 18
2019
Q1 		$5.32M Buy
304,456
+54,280
+22% +$929K 1.16% 27
2018
Q4 		$3.8M Sell
250,176
-87,356
-26% -$1.48M 0.87% 49
2018
Q3 		$6.43M Sell
337,532
-201,112
-37% -$3.83M 1.59% 17
2018
Q2 		$9.9M Buy
+538,644
New +$9.7M 2.58% 11

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
Noble Family Wealth
Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

Columbus Macro's SCHA Position: Q3 2026 in Review

Columbus Macro reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.6% in Q3 2026, selling an estimated $73.1K and leaving 79,624 shares worth $2.6M. The position accounts for 0.25% of the portfolio, ranked #116.

Columbus Macro first reported a position in SCHA in Q2 2018 and has held it in 27 quarters since. The position peaked at $9.9M in Q2 2018. 555 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Columbus Macro held 79,624 shares of Schwab U.S Small- Cap ETF worth $2.6M as of Q3 2026.
  • Columbus Macro sold 2,138 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $73.1K.
  • Schwab U.S Small- Cap ETF made up 0.25% of Columbus Macro's portfolio in Q3 2026, its #116 holding.
  • Columbus Macro first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 27 quarters since.
  • Columbus Macro's Schwab U.S Small- Cap ETF position peaked at $9.9M in Q2 2018.
  • 555 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.