Finer Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Finer Wealth Management’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	$339K	Sell	10,390 -2,980	-22%	-$102K	0.13%	72
2026 Q2	$483K	Sell	13,370 -2,104	-14%	-$69.5K	0.22%	59
2026 Q1	$450K	Sell	15,474 -5,383	-26%	-$161K	0.23%	62
2025 Q4	$594K	Sell	20,857 -9,096	-30%	-$257K	0.29%	52
2025 Q3	$836K	Sell	29,953 -5,278	-15%	-$141K	0.42%	46
2025 Q2	$891K	Sell	35,231 -4,044	-10%	-$95.6K	0.48%	42
2025 Q1	$920K	Sell	39,275 -4,098	-9%	-$104K	0.55%	38
2024 Q4	$1.12M	Buy	43,373 +7,255	+20%	+$193K	0.64%	35
2024 Q3	$930K	Buy	36,118 +12,564	+53%	+$312K	0.57%	38
2024 Q2	$559K	Buy	23,554 +11,760	+100%	+$279K	0.36%	50
2024 Q1	$290K	Buy	+11,794	New	+$276K	0.19%	70

Other funds holding SCHA

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Finer Wealth Management's SCHA Position: Q3 2026 in Review

Finer Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 22% in Q3 2026, selling an estimated $102K and leaving 10,390 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #72.

Finer Wealth Management first reported a position in SCHA in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2024. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Finer Wealth Management held 10,390 shares of Schwab U.S Small- Cap ETF worth $339K as of Q3 2026.
Finer Wealth Management sold 2,980 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $102K.
Schwab U.S Small- Cap ETF made up 0.13% of Finer Wealth Management's portfolio in Q3 2026, its #72 holding.
Finer Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 11 quarters since.
Finer Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.12M in Q4 2024.
663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.