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

Heirloom 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	$259K	Hold	7,927	–	–	0.03%	58
2026 Q2	$286K	Hold	7,927	–	–	0.04%	52
2026 Q1	$231K	Sell	7,927 -2,738	-26%	-$82.1K	0.04%	84
2025 Q4	$304K	Buy	10,665 +887	+9%	+$25K	0.07%	39
2025 Q3	$273K	Hold	9,778	–	–	0.07%	38
2025 Q2	$247K	Sell	9,778 -425	-4%	-$10K	0.07%	39
2025 Q1	$239K	Hold	10,203	–	–	0.07%	38
2024 Q4	$264K	Buy	10,203 +907	+10%	+$24.1K	0.08%	39
2024 Q3	$239K	Hold	9,296	–	–	0.07%	40
2024 Q2	$221K	Hold	9,296	–	–	0.07%	45
2024 Q1	$229K	Sell	9,296 -1,140	-11%	-$26.7K	0.08%	47
2023 Q4	$247K	Sell	10,436 -2,122	-17%	-$44.7K	0.09%	47
2023 Q3	$260K	Sell	12,558 -6,944	-36%	-$152K	0.12%	47
2023 Q2	$427K	Sell	19,502 -6,184	-24%	-$129K	0.19%	41
2023 Q1	$539K	Sell	25,686 -61,504	-71%	-$1.32M	0.26%	35
2022 Q4	$1.77M	Buy	+87,190	New	+$1.79M	1.1%	21

Other funds holding SCHA

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

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

Heirloom Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 7,927 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #58.

Heirloom Wealth Management first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.77M in Q4 2022. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Heirloom Wealth Management held 7,927 shares of Schwab U.S Small- Cap ETF worth $259K as of Q3 2026.
Heirloom Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.03% of Heirloom Wealth Management's portfolio in Q3 2026, its #58 holding.
Heirloom Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
Heirloom Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.77M in Q4 2022.
987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.