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

Financial Management Network’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	$324K	Buy	9,793 +28	+0.3%	+$958	0.05%	158
2026 Q2	$332K	Buy	9,765 +26	+0.3%	+$859	0.05%	163
2026 Q1	$300K	Buy	9,739 +14	+0.1%	+$420	0.05%	162
2025 Q4	$280K	Buy	9,725 +41	+0.4%	+$1.16K	0.04%	155
2025 Q3	$274K	Buy	9,684 +30	+0.3%	+$802	0.05%	155
2025 Q2	$252K	Buy	9,654 +30	+0.3%	+$709	0.05%	154
2025 Q1	$202K	Buy	9,624 +22	+0.2%	+$561	0.05%	150
2024 Q4	$252K	Buy	9,602 +58	+0.6%	+$1.54K	0.05%	142
2024 Q3	$244K	Buy	9,544 +30	+0.3%	+$745	0.05%	152
2024 Q2	$223K	Buy	9,514 +30	+0.3%	+$711	0.05%	139
2024 Q1	$226K	Buy	9,484 +22	+0.2%	+$515	0.06%	144
2023 Q4	$216K	Buy	+9,462	New	+$199K	0.06%	128
2022 Q2	–	Sell	-8,824	Closed	-$212K	–	130
2022 Q1	$212K	Buy	8,824 +12	+0.1%	+$283	0.11%	111
2021 Q4	$228K	Buy	8,812 +44	+0.5%	+$1.14K	0.1%	121
2021 Q3	$221K	Buy	8,768 +24	+0.3%	+$609	0.11%	115
2021 Q2	$227K	Sell	8,744 -580	-6%	-$14.8K	0.12%	114
2021 Q1	$240K	Buy	9,324 +16	+0.2%	+$394	0.12%	113
2020 Q4	$226K	Buy	+9,308	New	+$185K	0.14%	100

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

Financial Management Network's SCHA Position: Q3 2026 in Review

Financial Management Network increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.29% in Q3 2026, buying an estimated $958 and bringing the position to 9,793 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #158.

Financial Management Network first reported a position in SCHA in Q4 2020 and has held it in 18 quarters since. The position peaked at $332K in Q2 2026. 439 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Financial Management Network held 9,793 shares of Schwab U.S Small- Cap ETF worth $324K as of Q3 2026.
Financial Management Network bought 28 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $958.
Schwab U.S Small- Cap ETF made up 0.05% of Financial Management Network's portfolio in Q3 2026, its #158 holding.
Financial Management Network first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 18 quarters since.
Financial Management Network's Schwab U.S Small- Cap ETF position peaked at $332K in Q2 2026.
439 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.