DecisionPoint Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

DecisionPoint Financial’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	$165K	Hold	5,037	–	–	0.03%	80
2026 Q2	$179K	Hold	5,037	–	–	0.03%	57
2026 Q1	$146K	Hold	5,037	–	–	0.03%	55
2025 Q4	$143K	Hold	5,037	–	–	0.03%	57
2025 Q3	$141K	Hold	5,037	–	–	0.03%	54
2025 Q2	$129K	Hold	5,037	–	–	0.03%	55
2025 Q1	$118K	Buy	5,037 +4,557	+949%	+$116K	0.03%	50
2024 Q4	$12.4K	Hold	480	–	–	﹤0.01%	147
2024 Q3	$12.4K	Hold	480	–	–	﹤0.01%	150
2024 Q2	$12.3K	Hold	480	–	–	﹤0.01%	147
2024 Q1	$11.2K	Hold	480	–	–	﹤0.01%	159
2023 Q4	$11.3K	Hold	480	–	–	﹤0.01%	127
2023 Q3	$9.9K	Buy	+480	New	+$10.5K	0.01%	123

Other funds holding SCHA

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

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

DecisionPoint Financial's SCHA Position: Q3 2026 in Review

DecisionPoint Financial held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 5,037 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #80.

DecisionPoint Financial first reported a position in SCHA in Q3 2023 and has held it in 13 quarters since. The position peaked at $179K in Q2 2026. 555 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

DecisionPoint Financial held 5,037 shares of Schwab U.S Small- Cap ETF worth $165K as of Q3 2026.
DecisionPoint Financial left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.03% of DecisionPoint Financial's portfolio in Q3 2026, its #80 holding.
DecisionPoint Financial first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 13 quarters since.
DecisionPoint Financial's Schwab U.S Small- Cap ETF position peaked at $179K in Q2 2026.
555 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.