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

Envision 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	$2.46M	Buy	84,054 +38,492	+84%	+$1.32M	1.09%	18
2026 Q2	$1.65M	Sell	45,562 -3,319	-7%	-$110K	0.76%	27
2026 Q1	$1.42M	Sell	48,881 -3,544	-7%	-$106K	0.76%	26
2025 Q4	$1.49M	Sell	52,425 -3,801	-7%	-$107K	0.79%	25
2025 Q3	$1.57M	Buy	56,226 +88	+0.2%	+$2.35K	0.9%	25
2025 Q2	$1.42M	Sell	56,138 -607	-1%	-$14.4K	0.95%	25
2025 Q1	$1.33M	Sell	56,745 -1,022	-2%	-$26K	1%	24
2024 Q4	$1.49M	Buy	+57,767	New	+$1.54M	1.2%	23

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

Envision Financial's SCHA Position: Q3 2026 in Review

Envision Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 84% in Q3 2026, buying an estimated $1.32M and bringing the position to 84,054 shares worth $2.46M. The position accounts for 1.09% of the portfolio, ranked #18.

Envision Financial first reported a position in SCHA in Q4 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Envision Financial held 84,054 shares of Schwab U.S Small- Cap ETF worth $2.46M as of Q3 2026.
Envision Financial bought 38,492 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $1.32M.
Schwab U.S Small- Cap ETF made up 1.09% of Envision Financial's portfolio in Q3 2026, its #18 holding.
Envision Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 8 quarters since.
477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.