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Meriwether Wealth & Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Meriwether Wealth & Planning’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 		$6.89M Buy
211,198
+11,275
+6% +$386K 3.11% 9
2026
Q2 		$7.22M Sell
199,923
-4,706
-2% -$156K 3.58% 7
2026
Q1 		$5.95M Buy
204,629
+8,686
+4% +$260K 3.26% 8
2025
Q4 		$5.58M Buy
+195,943
New +$5.53M 3.15% 6

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Meriwether Wealth & Planning's SCHA Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.6% in Q3 2026, buying an estimated $386K and bringing the position to 211,198 shares worth $6.89M. The position accounts for 3.11% of the portfolio, ranked #9.

Meriwether Wealth & Planning first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.22M in Q2 2026. 326 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Meriwether Wealth & Planning held 211,198 shares of Schwab U.S Small- Cap ETF worth $6.89M as of Q3 2026.
  • Meriwether Wealth & Planning bought 11,275 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $386K.
  • Schwab U.S Small- Cap ETF made up 3.11% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #9 holding.
  • Meriwether Wealth & Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Meriwether Wealth & Planning's Schwab U.S Small- Cap ETF position peaked at $7.22M in Q2 2026.
  • 326 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.