Nations Financial Group
SCHA icon

Nations Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Nations Financial Group’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 		$296K Buy
9,062
+2,919
+48% +$100K 0.01% 647
2026
Q2 		$222K Buy
+6,143
New +$203K 0.01% 722

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Steele Capital Management
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Nations Financial Group's SCHA Position: Q3 2026 in Review

Nations Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 48% in Q3 2026, buying an estimated $100K and bringing the position to 9,062 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #647.

Nations Financial Group first reported a position in SCHA in Q2 2026 and has held it in 2 quarters since. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Nations Financial Group held 9,062 shares of Schwab U.S Small- Cap ETF worth $296K as of Q3 2026.
  • Nations Financial Group bought 2,919 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $100K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #647 holding.
  • Nations Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.