KMT Wealth Management
SCHA icon

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

KMT 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 		$239K Hold
7,311
– – 0.11% 16
2026
Q2 		$264K Hold
7,311
– – 0.13% 16
2026
Q1 		$213K Buy
+7,311
New +$219K 0.12% 16

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Northwestern Mutual Wealth Management
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Creative Planning
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UBS Group
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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

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

KMT Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 7,311 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #16.

KMT Wealth Management first reported a position in SCHA in Q1 2026 and has held it in 3 quarters since. The position peaked at $264K in Q2 2026. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • KMT Wealth Management held 7,311 shares of Schwab U.S Small- Cap ETF worth $239K as of Q3 2026.
  • KMT Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.11% of KMT Wealth Management's portfolio in Q3 2026, its #16 holding.
  • KMT Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • KMT Wealth Management's Schwab U.S Small- Cap ETF position peaked at $264K in Q2 2026.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on KMT Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.