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Heritage Wealth Architects’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Heritage Wealth Architects’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 		– Sell
-15,037
Closed -$516K – 71
2026
Q2 		$516K Sell
15,037
-295
-2% -$9.75K 0.21% 48
2026
Q1 		$500K Hold
15,332
– – 0.21% 48
2025
Q4 		$468K Sell
15,332
-280
-2% -$7.91K 0.22% 46
2025
Q3 		$436K Hold
15,612
– – 0.27% 41
2025
Q2 		$395K Buy
+15,612
New +$369K 0.29% 36

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
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 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

Heritage Wealth Architects's SCHA Position: Q3 2026 in Review

Heritage Wealth Architects sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2026, closing a stake of 15,037 shares — an estimated $516K sold.

Heritage Wealth Architects first reported a position in SCHA in Q2 2025 and held it in 5 quarters. The position peaked at $516K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Heritage Wealth Architects reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Architects sold 15,037 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $516K.
  • Heritage Wealth Architects first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and held it in 5 quarters.
  • Heritage Wealth Architects's Schwab U.S Small- Cap ETF position peaked at $516K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.