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

Focus Financial 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	$12.4M	Sell	381,031 -6,015	-2%	-$206K	0.38%	48
2026 Q2	$14M	Sell	387,046 -27,025	-7%	-$893K	0.43%	44
2026 Q1	$12M	Sell	414,071 -13,704	-3%	-$411K	0.43%	48
2025 Q4	$12.2M	Sell	427,775 -5,121	-1%	-$145K	0.42%	48
2025 Q3	$12.1M	Buy	432,896 +1,407	+0.3%	+$37.6K	0.43%	48
2025 Q2	$10.9M	Buy	431,489 +21,268	+5%	+$503K	0.43%	45
2025 Q1	$9.6M	Sell	410,221 -4,381	-1%	-$112K	0.39%	49
2024 Q4	$10.7M	Sell	414,602 -6,010	-1%	-$160K	0.43%	45
2024 Q3	$10.8M	Sell	420,612 -9,596	-2%	-$238K	0.44%	44
2024 Q2	$11M	Buy	430,208 +2,100	+0.5%	+$49.8K	0.47%	43
2024 Q1	$9.7M	Buy	428,108 +426	+0.1%	+$10K	0.47%	42
2023 Q4	$10.1M	Sell	427,682 -151,640	-26%	-$3.2M	0.38%	56
2023 Q3	$12M	Buy	579,322 +1,846	+0.3%	+$40.5K	0.68%	31
2023 Q2	$12.6M	Sell	577,476 -2,568	-0.4%	-$53.5K	0.7%	29
2023 Q1	$12.2M	Buy	+580,044	New	+$12.5M	0.76%	26
2021 Q1	–	Sell	-450,456	Closed	-$10M	–	512
2020 Q4	$10M	Buy	450,456 +11,576	+3%	+$230K	0.89%	27
2020 Q3	$7.5M	Buy	438,880 +81,784	+23%	+$1.41M	0.7%	33
2020 Q2	$5.83M	Sell	357,096 -93,484	-21%	-$1.4M	0.65%	35
2020 Q1	$5.8M	Sell	450,580 -156,140	-26%	-$2.65M	0.78%	33
2019 Q4	$11.5M	Sell	606,720 -38,988	-6%	-$705K	1.41%	14
2019 Q3	$11.3M	Buy	645,708 +36,316	+6%	+$641K	1.56%	12
2019 Q2	$10.9M	Buy	609,392 +15,680	+3%	+$277K	1.62%	12
2019 Q1	$10.4M	Buy	+593,712	New	+$10.2M	1.66%	12

Other funds holding SCHA

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

SIM

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

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

Focus Financial Network reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.6% in Q3 2026, selling an estimated $206K and leaving 381,031 shares worth $12.4M. The position accounts for 0.38% of the portfolio, ranked #48.

Focus Financial Network first reported a position in SCHA in Q1 2019 and has held it in 23 quarters since. The position peaked at $14M in Q2 2026. 305 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Focus Financial Network held 381,031 shares of Schwab U.S Small- Cap ETF worth $12.4M as of Q3 2026.
Focus Financial Network sold 6,015 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $206K.
Schwab U.S Small- Cap ETF made up 0.38% of Focus Financial Network's portfolio in Q3 2026, its #48 holding.
Focus Financial Network first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 23 quarters since.
Focus Financial Network's Schwab U.S Small- Cap ETF position peaked at $14M in Q2 2026.
305 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.