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Legacy Private Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Legacy Private Trust’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 		$287K Hold
8,798
– – 0.02% 237
2026
Q2 		$318K Sell
8,798
-77
-0.9% -$2.54K 0.02% 224
2026
Q1 		$258K Hold
8,875
– – 0.02% 238
2025
Q4 		$253K Buy
8,875
+329
+4% +$9.29K 0.01% 240
2025
Q3 		$238K Sell
8,546
-150
-2% -$4.01K 0.01% 245
2025
Q2 		$220K Buy
+8,696
New +$206K 0.01% 240
2023
Q1 		– Sell
-22,600
Closed -$458K – 232
2022
Q4 		$458K Buy
22,600
+1,922
+9% +$39.4K 0.04% 179
2022
Q3 		$391K Buy
+20,678
New +$432K 0.04% 179

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

Legacy Private Trust's SCHA Position: Q3 2026 in Review

Legacy Private Trust held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 8,798 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #237.

Legacy Private Trust first reported a position in SCHA in Q3 2022 and has held it in 8 quarters since. The position peaked at $458K in Q4 2022. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Legacy Private Trust held 8,798 shares of Schwab U.S Small- Cap ETF worth $287K as of Q3 2026.
  • Legacy Private Trust 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 Legacy Private Trust's portfolio in Q3 2026, its #237 holding.
  • Legacy Private Trust first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and has held it in 8 quarters since.
  • Legacy Private Trust's Schwab U.S Small- Cap ETF position peaked at $458K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.