Econ Financial Services
SCHA icon

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

Econ Financial Services’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 		$1.86M Buy
57,038
+6,794
+14% +$232K 0.78% 50
2026
Q2 		$1.82M Sell
50,244
-41,125
-45% -$1.36M 0.85% 50
2026
Q1 		$2.66M Buy
91,369
+51,837
+131% +$1.55M 1.23% 34
2025
Q4 		$1.13M Sell
39,532
-754
-2% -$21.3K 0.56% 57
2025
Q3 		$1.12M Sell
40,286
-1,112
-3% -$29.7K 0.56% 55
2025
Q2 		$1.05M Buy
41,398
+1,310
+3% +$31K 0.54% 53
2025
Q1 		$939K Sell
40,088
-309
-0.8% -$7.88K 0.5% 62
2024
Q4 		$1.04M Sell
40,397
-1,375
-3% -$36.6K 0.6% 54
2024
Q3 		$1.08M Sell
41,772
-9,480
-18% -$235K 0.6% 45
2024
Q2 		$1.22M Buy
51,252
+1,048
+2% +$24.8K 0.75% 45
2024
Q1 		$1.24M Sell
50,204
-16,328
-25% -$383K 0.77% 41
2023
Q4 		$1.57M Sell
66,532
-1,322
-2% -$27.9K 1.11% 34
2023
Q3 		$1.41M Sell
67,854
-43,514
-39% -$955K 1.03% 36
2023
Q2 		$2.44M Sell
111,368
-1,082
-1% -$22.6K 1.72% 20
2023
Q1 		$2.36M Buy
+112,450
New +$2.42M 1.79% 20
2022
Q3 		– Sell
-237,246
Closed -$4.62M – 95
2022
Q2 		$4.62M Buy
237,246
+23,602
+11% +$505K 3.73% 4
2022
Q1 		$5.06M Buy
213,644
+33,436
+19% +$789K 3.75% 7
2021
Q4 		$4.61M Buy
+180,208
New +$4.66M 3.4% 5
2019
Q2 		$2.08M Buy
116,428
+12,124
+12% +$214K 2.88% 12
2019
Q1 		$1.82M Sell
104,304
-61,608
-37% -$1.05M 2.72% 14
2018
Q4 		$2.52M Buy
+165,912
New +$2.8M 3.83% 5

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

Econ Financial Services's SCHA Position: Q3 2026 in Review

Econ Financial Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q3 2026, buying an estimated $232K and bringing the position to 57,038 shares worth $1.86M. The position accounts for 0.78% of the portfolio, ranked #50.

Econ Financial Services first reported a position in SCHA in Q4 2018 and has held it in 21 quarters since. The position peaked at $5.06M in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Econ Financial Services held 57,038 shares of Schwab U.S Small- Cap ETF worth $1.86M as of Q3 2026.
  • Econ Financial Services bought 6,794 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $232K.
  • Schwab U.S Small- Cap ETF made up 0.78% of Econ Financial Services's portfolio in Q3 2026, its #50 holding.
  • Econ Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 21 quarters since.
  • Econ Financial Services's Schwab U.S Small- Cap ETF position peaked at $5.06M in Q1 2022.
  • 663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.