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McBroom & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

McBroom & Associates’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 		$3.13M Sell
95,772
-1,306
-1% -$44.7K 1.89% 19
2026
Q2 		$3.51M Buy
+97,078
New +$3.21M 1.76% 21

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

McBroom & Associates's SCHA Position: Q3 2026 in Review

McBroom & Associates reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q3 2026, selling an estimated $44.7K and leaving 95,772 shares worth $3.13M. The position accounts for 1.89% of the portfolio, ranked #19.

McBroom & Associates first reported a position in SCHA in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.51M in Q2 2026. 673 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • McBroom & Associates held 95,772 shares of Schwab U.S Small- Cap ETF worth $3.13M as of Q3 2026.
  • McBroom & Associates sold 1,306 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $44.7K.
  • Schwab U.S Small- Cap ETF made up 1.89% of McBroom & Associates's portfolio in Q3 2026, its #19 holding.
  • McBroom & Associates first reported a position in Schwab U.S Small- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • McBroom & Associates's Schwab U.S Small- Cap ETF position peaked at $3.51M in Q2 2026.
  • 673 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.