CWC Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CWC 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	$579K	Sell	17,733 -549	-3%	-$18.8K	0.27%	88
2026 Q2	$661K	Buy	18,282 +184	+1%	+$6.08K	0.29%	83
2026 Q1	$526K	Sell	18,098 -1,476	-8%	-$44.2K	0.25%	90
2025 Q4	$557K	Sell	19,574 -52	-0.3%	-$1.47K	0.27%	87
2025 Q3	$548K	Hold	19,626	–	–	0.27%	87
2025 Q2	$497K	Sell	19,626 -50	-0.3%	-$1.18K	0.26%	81
2025 Q1	$461K	Sell	19,676 -54	-0.3%	-$1.38K	0.26%	81
2024 Q4	$510K	Buy	19,730 +150	+0.8%	+$3.99K	0.51%	56
2024 Q3	$504K	Buy	+19,580	New	+$486K	0.5%	59

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 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

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

CWC Advisors's SCHA Position: Q3 2026 in Review

CWC Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3% in Q3 2026, selling an estimated $18.8K and leaving 17,733 shares worth $579K. The position accounts for 0.27% of the portfolio, ranked #88.

CWC Advisors first reported a position in SCHA in Q3 2024 and has held it in 9 quarters since. The position peaked at $661K in Q2 2026. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

CWC Advisors held 17,733 shares of Schwab U.S Small- Cap ETF worth $579K as of Q3 2026.
CWC Advisors sold 549 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $18.8K.
Schwab U.S Small- Cap ETF made up 0.27% of CWC Advisors's portfolio in Q3 2026, its #88 holding.
CWC Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's Schwab U.S Small- Cap ETF position peaked at $661K in Q2 2026.
477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.