Fiduciary Alliance
SCHA icon

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

Fiduciary Alliance’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 		$464K Sell
14,219
-6,088
-30% -$208K 0.04% 328
2026
Q2 		$734K Sell
20,307
-5,323
-21% -$176K 0.05% 311
2026
Q1 		$805K Buy
25,630
+2,701
+12% +$81K 0.05% 292
2025
Q4 		$653K Buy
22,929
+1,622
+8% +$45.8K 0.04% 299
2025
Q3 		$594K Sell
21,307
-1,132
-5% -$30.3K 0.04% 315
2025
Q2 		$568K Buy
22,439
+5,129
+30% +$121K 0.04% 311
2025
Q1 		$406K Buy
17,310
+2,247
+15% +$57.3K 0.04% 284
2024
Q4 		$390K Buy
15,063
+509
+3% +$13.5K 0.04% 265
2024
Q3 		$375K Buy
14,554
+1,614
+12% +$40.1K 0.05% 184
2024
Q2 		$305K Sell
12,940
-200
-2% -$4.74K 0.05% 166
2024
Q1 		$321K Buy
13,140
+4,178
+47% +$97.9K 0.06% 150
2023
Q4 		$212K Buy
+8,962
New +$189K 0.04% 175
2023
Q3 		– Sell
-6,822
Closed -$149K – 787
2023
Q2 		$149K Buy
+6,822
New +$142K 0.03% 171
2023
Q1 		– Sell
-6,674
Closed -$135K – 720
2022
Q4 		$135K Buy
+6,674
New +$137K 0.04% 147

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
Noble Family Wealth
Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

Fiduciary Alliance's SCHA Position: Q3 2026 in Review

Fiduciary Alliance reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 30% in Q3 2026, selling an estimated $208K and leaving 14,219 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #328.

Fiduciary Alliance first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $805K in Q1 2026. 555 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Fiduciary Alliance held 14,219 shares of Schwab U.S Small- Cap ETF worth $464K as of Q3 2026.
  • Fiduciary Alliance sold 6,088 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $208K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #328 holding.
  • Fiduciary Alliance first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Alliance's Schwab U.S Small- Cap ETF position peaked at $805K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.