MYeCFO
SCHA icon

MYeCFO’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MYeCFO’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 		$1.15M Buy
35,231
+300
+0.9% +$10.3K 0.43% 30
2026
Q2 		$1.26M Buy
34,931
+750
+2% +$24.8K 0.48% 29
2026
Q1 		$994K Buy
34,181
+900
+3% +$27K 0.42% 30
2025
Q4 		$948K Sell
33,281
-1,300
-4% -$36.7K 0.4% 34
2025
Q3 		$965K Sell
34,581
-2,550
-7% -$68.2K 0.44% 30
2025
Q2 		$939K Sell
37,131
-1,000
-3% -$23.6K 0.46% 31
2025
Q1 		$893K Sell
38,131
-460
-1% -$11.7K 0.47% 31
2024
Q4 		$998K Buy
38,591
+7,629
+25% +$203K 0.54% 29
2024
Q3 		$799K Buy
30,962
+7,220
+30% +$179K 0.43% 32
2024
Q2 		$563K Buy
23,742
+4,000
+20% +$94.8K 0.32% 36
2024
Q1 		$486K Buy
19,742
+4,060
+26% +$95.1K 0.29% 38
2023
Q4 		$370K Sell
15,682
-1,000
-6% -$21.1K 0.23% 42
2023
Q3 		$345K Buy
16,682
+6,800
+69% +$149K 0.24% 39
2023
Q2 		$216K Sell
9,882
-1,000
-9% -$20.8K 0.16% 42
2023
Q1 		$228K Sell
10,882
-1,440
-12% -$31K 0.17% 42
2022
Q4 		$250K Buy
+12,322
New +$253K 0.21% 36

Other funds holding SCHA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MYeCFO's SCHA Position: Q3 2026 in Review

MYeCFO increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.86% in Q3 2026, buying an estimated $10.3K and bringing the position to 35,231 shares worth $1.15M. The position accounts for 0.43% of the portfolio, ranked #30.

MYeCFO first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q2 2026. 699 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • MYeCFO held 35,231 shares of Schwab U.S Small- Cap ETF worth $1.15M as of Q3 2026.
  • MYeCFO bought 300 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $10.3K.
  • Schwab U.S Small- Cap ETF made up 0.43% of MYeCFO's portfolio in Q3 2026, its #30 holding.
  • MYeCFO first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • MYeCFO's Schwab U.S Small- Cap ETF position peaked at $1.26M in Q2 2026.
  • 699 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.