Decker Retirement Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Decker Retirement Planning’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	–	Sell	-38	Closed	-$1.37K	–	463
2026 Q2	$1.37K	Hold	38	–	–	﹤0.01%	358
2026 Q1	$1.1K	Hold	38	–	–	﹤0.01%	260
2025 Q4	$1.08K	Sell	38 -125	-77%	-$3.53K	﹤0.01%	212
2025 Q3	$4.55K	Buy	163 +125	+329%	+$3.34K	﹤0.01%	187
2025 Q2	$961	Hold	38	–	–	﹤0.01%	284
2025 Q1	$890	Sell	38 -536	-93%	-$13.7K	﹤0.01%	196
2024 Q4	$14.8K	Buy	+574	New	+$15.3K	0.01%	212

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

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Decker Retirement Planning's SCHA Position: Q3 2026 in Review

Decker Retirement Planning sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2026, closing a stake of 38 shares — an estimated $1.37K sold.

Decker Retirement Planning first reported a position in SCHA in Q4 2024 and held it in 7 quarters. The position peaked at $14.8K in Q4 2024. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Decker Retirement Planning reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2026 after selling out during the quarter.
Decker Retirement Planning sold 38 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $1.37K.
Decker Retirement Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 7 quarters.
Decker Retirement Planning's Schwab U.S Small- Cap ETF position peaked at $14.8K in Q4 2024.
663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.