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

Essential 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	$1.41M	Buy	43,164 +1,639	+4%	+$56.1K	0.64%	22
2026 Q2	$1.5M	Buy	41,525 +7,134	+21%	+$236K	0.69%	20
2026 Q1	$1M	Buy	34,391 +1,232	+4%	+$36.9K	0.34%	71
2025 Q4	$944K	Buy	33,159 +2,608	+9%	+$73.6K	0.29%	93
2025 Q3	$852K	Buy	30,551 +2,987	+11%	+$79.9K	0.28%	98
2025 Q2	$697K	Buy	+27,564	New	+$652K	0.28%	108

Other funds holding SCHA

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

SIM

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Essential Partners's SCHA Position: Q3 2026 in Review

Essential Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.9% in Q3 2026, buying an estimated $56.1K and bringing the position to 43,164 shares worth $1.41M. The position accounts for 0.64% of the portfolio, ranked #22.

Essential Partners first reported a position in SCHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.5M in Q2 2026. 268 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Essential Partners held 43,164 shares of Schwab U.S Small- Cap ETF worth $1.41M as of Q3 2026.
Essential Partners bought 1,639 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $56.1K.
Schwab U.S Small- Cap ETF made up 0.64% of Essential Partners's portfolio in Q3 2026, its #22 holding.
Essential Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Schwab U.S Small- Cap ETF position peaked at $1.5M in Q2 2026.
268 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.