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Green Ridge Wealth Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Green Ridge Wealth Planning’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 		$2.9M Sell
88,904
-21,416
-19% -$733K 1.16% 23
2026
Q2 		$3.99M Buy
+110,320
New +$3.65M 1.68% 19

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Green Ridge Wealth Planning's SCHA Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 19% in Q3 2026, selling an estimated $733K and leaving 88,904 shares worth $2.9M. The position accounts for 1.16% of the portfolio, ranked #23.

Green Ridge Wealth Planning first reported a position in SCHA in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.99M in Q2 2026. 62 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Green Ridge Wealth Planning held 88,904 shares of Schwab U.S Small- Cap ETF worth $2.9M as of Q3 2026.
  • Green Ridge Wealth Planning sold 21,416 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $733K.
  • Schwab U.S Small- Cap ETF made up 1.16% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #23 holding.
  • Green Ridge Wealth Planning first reported a position in Schwab U.S Small- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Green Ridge Wealth Planning's Schwab U.S Small- Cap ETF position peaked at $3.99M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.