Consilium Wealth Advisory
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Consilium Wealth Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Consilium Wealth Advisory’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 		$2.62M Buy
80,163
+10
+0% +$342 0.77% 27
2026
Q2 		$2.9M Buy
80,153
+10
+0% +$330 0.86% 31
2026
Q1 		$2.33M Buy
80,143
+5
+0% +$150 0.79% 29
2025
Q4 		$2.28M Sell
80,138
-102
-0.1% -$2.88K 0.84% 27
2025
Q3 		$2.24M Sell
80,240
-5,122
-6% -$137K 0.86% 27
2025
Q2 		$2.16M Sell
85,362
-35,693
-29% -$844K 0.91% 26
2025
Q1 		$2.84M Sell
121,055
-37,408
-24% -$953K 1.42% 19
2024
Q4 		$4.1M Sell
158,463
-2,415
-2% -$64.3K 1.95% 17
2024
Q3 		$4.14M Sell
160,878
-7,522
-4% -$187K 2.26% 12
2024
Q2 		$4M Sell
168,400
-66,674
-28% -$1.58M 2.18% 15
2024
Q1 		$5.79M Sell
235,074
-91,900
-28% -$2.15M 3.26% 10
2023
Q4 		$7.72M Buy
326,974
+75,436
+30% +$1.59M 4.65% 5
2023
Q3 		$5.21M Buy
251,538
+17,110
+7% +$375K 3.65% 7
2023
Q2 		$5.13M Buy
234,428
+10,802
+5% +$225K 3.56% 7
2023
Q1 		$4.69M Sell
223,626
-26,012
-10% -$559K 4% 9
2022
Q4 		$5.06M Buy
249,638
+24,844
+11% +$509K 4.31% 8
2022
Q3 		$4.25M Buy
224,794
+35,794
+19% +$749K 4.74% 5
2022
Q2 		$3.68M Sell
189,000
-34,536
-15% -$738K 3.97% 6
2022
Q1 		$5.29M Sell
223,536
-54,668
-20% -$1.29M 3.79% 8
2021
Q4 		$7.12M Buy
+278,204
New +$7.2M 4.62% 5

Other funds holding SCHA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
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
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Consilium Wealth Advisory's SCHA Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q3 2026, buying an estimated $342 and bringing the position to 80,163 shares worth $2.62M. The position accounts for 0.77% of the portfolio, ranked #27.

Consilium Wealth Advisory first reported a position in SCHA in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.72M in Q4 2023. 781 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Consilium Wealth Advisory held 80,163 shares of Schwab U.S Small- Cap ETF worth $2.62M as of Q3 2026.
  • Consilium Wealth Advisory bought 10 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $342.
  • Schwab U.S Small- Cap ETF made up 0.77% of Consilium Wealth Advisory's portfolio in Q3 2026, its #27 holding.
  • Consilium Wealth Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's Schwab U.S Small- Cap ETF position peaked at $7.72M in Q4 2023.
  • 781 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.