Forza Wealth Management
SCHA icon

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

Forza 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 		$202K Hold
6,197
– – 0.06% 192
2026
Q2 		$224K Buy
+6,197
New +$205K 0.07% 186

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

Forza Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 6,197 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #192.

Forza Wealth Management first reported a position in SCHA in Q2 2026 and has held it in 2 quarters since. The position peaked at $224K in Q2 2026. 606 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Forza Wealth Management held 6,197 shares of Schwab U.S Small- Cap ETF worth $202K as of Q3 2026.
  • Forza Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.06% of Forza Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Forza Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Forza Wealth Management's Schwab U.S Small- Cap ETF position peaked at $224K in Q2 2026.
  • 606 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.