Jeppson Wealth Management
SCHA icon

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

Jeppson 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 		$475K Hold
14,548
– – 0.14% 145
2026
Q2 		$526K Sell
14,548
-200
-1% -$6.61K 0.15% 131
2026
Q1 		$429K Sell
14,748
-44
-0.3% -$1.32K 0.13% 142
2025
Q4 		$421K Hold
14,792
– – 0.13% 138
2025
Q3 		$413K Hold
14,792
– – 0.13% 139
2025
Q2 		$374K Sell
14,792
-264
-2% -$6.24K 0.13% 141
2025
Q1 		$353K Hold
15,056
– – 0.13% 142
2024
Q4 		$389K Sell
15,056
-90
-0.6% -$2.4K 0.14% 135
2024
Q3 		$390K Hold
15,146
– – 0.14% 139
2024
Q2 		$359K Sell
15,146
-2,374
-14% -$56.3K 0.14% 140
2024
Q1 		$431K Sell
17,520
-150
-0.8% -$3.51K 0.17% 125
2023
Q4 		$417K Sell
17,670
-200
-1% -$4.22K 0.17% 127
2023
Q3 		$370K Sell
17,870
-52
-0.3% -$1.14K 0.17% 127
2023
Q2 		$392K Buy
17,922
+1,196
+7% +$24.9K 0.17% 121
2023
Q1 		$351K Sell
16,726
-60
-0.4% -$1.29K 0.15% 131
2022
Q4 		$340K Sell
16,786
-860
-5% -$17.6K 0.14% 137
2022
Q3 		$334K Buy
17,646
+2,372
+16% +$49.6K 0.15% 126
2022
Q2 		$298K Buy
15,274
+1,246
+9% +$26.6K 0.13% 140
2022
Q1 		$332K Buy
+14,028
New +$331K 0.15% 121
2021
Q4 		– Sell
-8,760
Closed -$219K – 165
2021
Q3 		$219K Hold
8,760
– – 0.11% 140
2021
Q2 		$228K Hold
8,760
– – 0.12% 133
2021
Q1 		$218K Buy
+8,760
New +$215K 0.13% 127
2020
Q4 		– Sell
-8,760
Closed -$150K – 371
2020
Q3 		$150K Buy
+8,760
New +$151K 0.12% 138

Other funds holding SCHA

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

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

Jeppson Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 14,548 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #145.

Jeppson Wealth Management first reported a position in SCHA in Q3 2020 and has held it in 23 quarters since. The position peaked at $526K in Q2 2026. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Jeppson Wealth Management held 14,548 shares of Schwab U.S Small- Cap ETF worth $475K as of Q3 2026.
  • Jeppson Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.14% of Jeppson Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Jeppson Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Schwab U.S Small- Cap ETF position peaked at $526K in Q2 2026.
  • 987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

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