Elevation Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Elevation Wealth Partners’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	$1.28M	Buy	39,160 +1,131	+3%	+$38.7K	0.36%	45
2026 Q2	$1.37M	Buy	38,029 +133	+0.4%	+$4.39K	0.41%	42
2026 Q1	$1.1M	Buy	37,896 +477	+1%	+$14.3K	0.39%	41
2025 Q4	$1.07M	Sell	37,419 -1,689	-4%	-$47.7K	0.38%	42
2025 Q3	$1.09M	Buy	39,108 +1,193	+3%	+$31.9K	0.39%	43
2025 Q2	$959K	Buy	37,915 +662	+2%	+$15.7K	0.38%	46
2025 Q1	$873K	Sell	37,253 -143	-0.4%	-$3.65K	0.38%	47
2024 Q4	$967K	Sell	37,396 -1,290	-3%	-$34.3K	0.41%	42
2024 Q3	$996K	Buy	38,686 +572	+2%	+$14.2K	0.43%	43
2024 Q2	$904K	Sell	38,114 -42	-0.1%	-$996	0.43%	44
2024 Q1	$939K	Sell	38,156 -3,512	-8%	-$82.3K	0.47%	43
2023 Q4	$863K	Buy	41,668 +26,148	+168%	+$551K	0.52%	39
2023 Q3	$321K	Sell	15,520 -156	-1%	-$3.42K	0.28%	44
2023 Q2	$343K	Buy	15,676 +694	+5%	+$14.5K	0.29%	44
2023 Q1	$314K	Buy	+14,982	New	+$322K	0.29%	47

Other funds holding SCHA

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Elevation Wealth Partners's SCHA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3% in Q3 2026, buying an estimated $38.7K and bringing the position to 39,160 shares worth $1.28M. The position accounts for 0.36% of the portfolio, ranked #45.

Elevation Wealth Partners first reported a position in SCHA in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.37M in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Elevation Wealth Partners held 39,160 shares of Schwab U.S Small- Cap ETF worth $1.28M as of Q3 2026.
Elevation Wealth Partners bought 1,131 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $38.7K.
Schwab U.S Small- Cap ETF made up 0.36% of Elevation Wealth Partners's portfolio in Q3 2026, its #45 holding.
Elevation Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $1.37M in Q2 2026.
82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.