KLCM Advisors
SCHA icon

KLCM Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

KLCM Advisors’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 		$374K Buy
11,462
+1,370
+14% +$46.9K 0.03% 204
2026
Q2 		$365K Sell
10,092
-270
-3% -$8.92K 0.03% 207
2026
Q1 		$301K Buy
10,362
+1,001
+11% +$30K 0.03% 205
2025
Q4 		$267K Buy
+9,361
New +$264K 0.02% 200

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 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

KLCM Advisors's SCHA Position: Q3 2026 in Review

KLCM Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q3 2026, buying an estimated $46.9K and bringing the position to 11,462 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #204.

KLCM Advisors first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • KLCM Advisors held 11,462 shares of Schwab U.S Small- Cap ETF worth $374K as of Q3 2026.
  • KLCM Advisors bought 1,370 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $46.9K.
  • Schwab U.S Small- Cap ETF made up 0.03% of KLCM Advisors's portfolio in Q3 2026, its #204 holding.
  • KLCM Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.