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

Nautilus Advisors’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	$800K	Hold	24,518	–	–	0.48%	58
2026 Q2	$856K	Hold	24,518	–	–	0.5%	57
2026 Q1	$713K	Buy	24,518 +19	+0.1%	+$570	0.49%	62
2025 Q4	$698K	Buy	24,499 +41	+0.2%	+$1.16K	0.46%	62
2025 Q3	$682K	Hold	24,458	–	–	0.46%	64
2025 Q2	$619K	Buy	24,458 +100	+0.4%	+$2.36K	0.45%	64
2025 Q1	$571K	Buy	24,358 +250	+1%	+$6.37K	0.47%	64
2024 Q4	$623K	Buy	+24,108	New	+$641K	0.5%	60

Other funds holding SCHA

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Nautilus Advisors's SCHA Position: Q3 2026 in Review

Nautilus Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 24,518 shares worth $800K. The position accounts for 0.48% of the portfolio, ranked #58.

Nautilus Advisors first reported a position in SCHA in Q4 2024 and has held it in 8 quarters since. The position peaked at $856K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Nautilus Advisors held 24,518 shares of Schwab U.S Small- Cap ETF worth $800K as of Q3 2026.
Nautilus Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.48% of Nautilus Advisors's portfolio in Q3 2026, its #58 holding.
Nautilus Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Schwab U.S Small- Cap ETF position peaked at $856K in Q2 2026.
82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.