ETF Store
SCHA icon

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

ETF Store’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 		$388K Sell
11,906
-509
-4% -$17.4K 0.32% 57
2026
Q2 		$449K Sell
12,415
-84
-0.7% -$2.78K 0.38% 53
2026
Q1 		$363K Sell
12,499
-122
-1% -$3.66K 0.35% 51
2025
Q4 		$359K Sell
12,621
-152
-1% -$4.29K 0.37% 51
2025
Q3 		$356K Buy
12,773
+1,035
+9% +$27.7K 0.38% 49
2025
Q2 		$297K Buy
11,738
+406
+4% +$9.6K 0.34% 56
2025
Q1 		$266K Buy
11,332
+370
+3% +$9.43K 0.33% 63
2024
Q4 		$283K Sell
10,962
-672
-6% -$17.9K 0.35% 57
2024
Q3 		$300K Sell
11,634
-1,632
-12% -$40.5K 0.31% 64
2024
Q2 		$315K Sell
13,266
-5,696
-30% -$135K 0.32% 61
2024
Q1 		$467K Sell
18,962
-3,630
-16% -$85K 0.27% 65
2023
Q4 		$534K Sell
22,592
-2,314
-9% -$48.8K 0.34% 56
2023
Q3 		$501K Buy
24,906
+2,348
+10% +$51.5K 0.36% 49
2023
Q2 		$516K Sell
22,558
-1,496
-6% -$31.2K 0.36% 44
2023
Q1 		$488K Sell
24,054
-548
-2% -$11.8K 0.37% 47
2022
Q4 		$547K Buy
24,602
+6,434
+35% +$132K 0.42% 42
2022
Q3 		$343K Sell
18,168
-426
-2% -$8.91K 0.3% 49
2022
Q2 		$369K Buy
18,594
+204
+1% +$4.36K 0.3% 50
2022
Q1 		$400K Sell
18,390
-462
-2% -$10.9K 0.31% 47
2021
Q4 		$451K Buy
+18,852
New +$488K 0.34% 43

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

ETF Store's SCHA Position: Q3 2026 in Review

ETF Store reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.1% in Q3 2026, selling an estimated $17.4K and leaving 11,906 shares worth $388K. The position accounts for 0.32% of the portfolio, ranked #57.

ETF Store first reported a position in SCHA in Q4 2021 and has held it in 20 quarters since. The position peaked at $547K in Q4 2022. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • ETF Store held 11,906 shares of Schwab U.S Small- Cap ETF worth $388K as of Q3 2026.
  • ETF Store sold 509 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $17.4K.
  • Schwab U.S Small- Cap ETF made up 0.32% of ETF Store's portfolio in Q3 2026, its #57 holding.
  • ETF Store first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • ETF Store's Schwab U.S Small- Cap ETF position peaked at $547K in Q4 2022.
  • 663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on ETF Store's 13F filing for Q3 2026, filed 19 Oct 2026.