Foster Group
SCHA icon

Foster Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Foster Group’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 		$3.72M Buy
113,989
+1,893
+2% +$64.8K 0.1% 64
2026
Q2 		$4.05M Buy
112,096
+696
+0.6% +$23K 0.11% 59
2026
Q1 		$3.24M Buy
111,400
+4,871
+5% +$146K 0.1% 61
2025
Q4 		$3.03M Buy
106,529
+2,816
+3% +$79.5K 0.09% 64
2025
Q3 		$2.89M Buy
103,713
+4,115
+4% +$110K 0.09% 65
2025
Q2 		$2.52M Buy
99,598
+2,750
+3% +$65K 0.09% 65
2025
Q1 		$2.27M Buy
96,848
+1,089
+1% +$27.8K 0.08% 61
2024
Q4 		$2.48M Buy
95,759
+1,361
+1% +$36.2K 0.09% 59
2024
Q3 		$2.43M Sell
94,398
-1,878
-2% -$46.6K 0.09% 59
2024
Q2 		$2.28M Sell
96,276
-6,676
-6% -$158K 0.09% 58
2024
Q1 		$2.53M Buy
102,952
+25,000
+32% +$586K 0.13% 51
2023
Q4 		$1.61M Hold
77,952
– – 0.1% 53
2023
Q3 		$1.61M Sell
77,952
-4,870
-6% -$107K 0.1% 53
2023
Q2 		$1.81M Buy
82,822
+6,742
+9% +$141K 0.11% 50
2023
Q1 		$1.6M Buy
76,080
+3,092
+4% +$66.5K 0.1% 51
2022
Q4 		$1.48M Buy
72,988
+2,850
+4% +$58.4K 0.11% 53
2022
Q3 		$1.33M Buy
70,138
+4,208
+6% +$88K 0.11% 51
2022
Q2 		$1.28M Buy
65,930
+6,690
+11% +$143K 0.09% 56
2022
Q1 		$1.4M Buy
59,240
+11,088
+23% +$262K 0.12% 50
2021
Q4 		$1.23M Sell
48,152
-344
-0.7% -$8.9K 0.11% 49
2021
Q3 		$1.21M Buy
48,496
+3,000
+7% +$76.2K 0.12% 47
2021
Q2 		$1.18M Buy
45,496
+56
+0.1% +$1.43K 0.14% 43
2021
Q1 		$1.13M Buy
45,440
+4,748
+12% +$117K 0.17% 33
2020
Q4 		$914K Buy
+40,692
New +$810K 0.17% 35

Other funds holding SCHA

Wealth Enhancement Advisory Services
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
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
FI
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

Foster Group's SCHA Position: Q3 2026 in Review

Foster Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q3 2026, buying an estimated $64.8K and bringing the position to 113,989 shares worth $3.72M. The position accounts for 0.1% of the portfolio, ranked #64.

Foster Group first reported a position in SCHA in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.05M in Q2 2026. 293 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Foster Group held 113,989 shares of Schwab U.S Small- Cap ETF worth $3.72M as of Q3 2026.
  • Foster Group bought 1,893 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $64.8K.
  • Schwab U.S Small- Cap ETF made up 0.1% of Foster Group's portfolio in Q3 2026, its #64 holding.
  • Foster Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Foster Group's Schwab U.S Small- Cap ETF position peaked at $4.05M in Q2 2026.
  • 293 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.