Moller Wealth Partners
SCHA icon

Moller Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Moller Wealth Partners’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 		$1.84M Sell
56,381
-3,535
-6% -$121K 0.34% 30
2026
Q2 		$2.16M Sell
59,916
-4,921
-8% -$163K 0.39% 29
2026
Q1 		$1.89M Sell
64,837
-1,866
-3% -$55.9K 0.37% 28
2025
Q4 		$1.9M Sell
66,703
-331
-0.5% -$9.35K 0.4% 28
2025
Q3 		$1.87M Sell
67,034
-5,034
-7% -$135K 0.39% 29
2025
Q2 		$1.82M Sell
72,068
-3,046
-4% -$72K 0.4% 29
2025
Q1 		$1.76M Sell
75,114
-1,002
-1% -$25.5K 0.44% 28
2024
Q4 		$1.97M Sell
76,116
-8,994
-11% -$239K 0.52% 27
2024
Q3 		$2.19M Sell
85,110
-510
-0.6% -$12.7K 0.55% 27
2024
Q2 		$2.03M Sell
85,620
-1,278
-1% -$30.3K 0.54% 27
2024
Q1 		$2.14M Sell
86,898
-5,992
-6% -$140K 0.58% 27
2023
Q4 		$2.19M Buy
92,890
+20,440
+28% +$431K 0.62% 27
2023
Q3 		$1.5M Sell
72,450
-1,162
-2% -$25.5K 0.48% 27
2023
Q2 		$1.61M Sell
73,612
-21,770
-23% -$454K 0.49% 27
2023
Q1 		$2M Sell
95,382
-12,218
-11% -$263K 0.62% 27
2022
Q4 		$2.18M Sell
107,600
-9,556
-8% -$196K 0.7% 27
2022
Q3 		$2.21M Buy
117,156
+15,910
+16% +$333K 0.8% 25
2022
Q2 		$1.97M Buy
101,246
+2,848
+3% +$60.9K 0.67% 27
2022
Q1 		$2.33M Sell
98,398
-2,810
-3% -$66.3K 0.72% 25
2021
Q4 		$2.59M Sell
101,208
-920
-0.9% -$23.8K 0.83% 24
2021
Q3 		$2.56M Sell
102,128
-88
-0.1% -$2.24K 0.84% 24
2021
Q2 		$2.66M Sell
102,216
-1,856
-2% -$47.5K 0.87% 24
2021
Q1 		$2.59M Sell
104,072
-976
-0.9% -$24K 0.9% 23
2020
Q4 		$2.34M Sell
105,048
-26,208
-20% -$522K 0.97% 23
2020
Q3 		$2.24M Sell
131,256
-33,476
-20% -$576K 1% 24
2020
Q2 		$2.69M Buy
+164,732
New +$2.47M 1.18% 23

Other funds holding SCHA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 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

Moller Wealth Partners's SCHA Position: Q3 2026 in Review

Moller Wealth Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.9% in Q3 2026, selling an estimated $121K and leaving 56,381 shares worth $1.84M. The position accounts for 0.34% of the portfolio, ranked #30.

Moller Wealth Partners first reported a position in SCHA in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.69M in Q2 2020. 885 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Moller Wealth Partners held 56,381 shares of Schwab U.S Small- Cap ETF worth $1.84M as of Q3 2026.
  • Moller Wealth Partners sold 3,535 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $121K.
  • Schwab U.S Small- Cap ETF made up 0.34% of Moller Wealth Partners's portfolio in Q3 2026, its #30 holding.
  • Moller Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 26 quarters since.
  • Moller Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $2.69M in Q2 2020.
  • 885 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.