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Family Legacy Financial Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Family Legacy Financial Solutions’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 		$7.59M Buy
232,715
+5,779
+3% +$198K 4.4% 7
2026
Q2 		$8.2M Buy
226,936
+9,796
+5% +$324K 5% 6
2026
Q1 		$6.37M Buy
217,140
+8,709
+4% +$261K 5.15% 7
2025
Q4 		$5.94M Sell
208,431
-7,232
-3% -$204K 4.58% 7
2025
Q3 		$6.02M Buy
215,663
+25,394
+13% +$679K 4.61% 7
2025
Q2 		$4.81M Buy
+190,269
New +$4.5M 4.08% 9

Other funds holding SCHA

CA
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
AC
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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

Family Legacy Financial Solutions's SCHA Position: Q3 2026 in Review

Family Legacy Financial Solutions increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.5% in Q3 2026, buying an estimated $198K and bringing the position to 232,715 shares worth $7.59M. The position accounts for 4.4% of the portfolio, ranked #7.

Family Legacy Financial Solutions first reported a position in SCHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.2M in Q2 2026. 62 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Family Legacy Financial Solutions held 232,715 shares of Schwab U.S Small- Cap ETF worth $7.59M as of Q3 2026.
  • Family Legacy Financial Solutions bought 5,779 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $198K.
  • Schwab U.S Small- Cap ETF made up 4.4% of Family Legacy Financial Solutions's portfolio in Q3 2026, its #7 holding.
  • Family Legacy Financial Solutions first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Family Legacy Financial Solutions's Schwab U.S Small- Cap ETF position peaked at $8.2M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.