Key Capital Management
SCHA icon

Key Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Key Capital 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 		$46.1K Hold
1,414
– – 0.02% 243
2026
Q2 		$51.1K Sell
1,414
-105
-7% -$3.47K 0.03% 166
2026
Q1 		$44.2K Buy
1,519
+105
+7% +$3.15K 0.03% 162
2025
Q4 		$40.3K Buy
+1,414
New +$39.9K 0.04% 154

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Vantagepoint Investment Advisers
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Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
RMG Wealth Management
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Gemmer Asset Management
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Golden Reserve Retirement
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93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Key Capital Management's SCHA Position: Q3 2026 in Review

Key Capital Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 1,414 shares worth $46.1K. The position accounts for 0.02% of the portfolio, ranked #243.

Key Capital Management first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. The position peaked at $51.1K in Q2 2026. 845 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Key Capital Management held 1,414 shares of Schwab U.S Small- Cap ETF worth $46.1K as of Q3 2026.
  • Key Capital Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Key Capital Management's portfolio in Q3 2026, its #243 holding.
  • Key Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's Schwab U.S Small- Cap ETF position peaked at $51.1K in Q2 2026.
  • 845 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.