Nemes Rush Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Nemes Rush 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	$5.76K	Buy	+177	New	+$6.06K	﹤0.01%	634
2026 Q1	–	Sell	-20	Closed	-$570	–	1021
2025 Q4	$570	Buy	+20	New	+$565	﹤0.01%	861
2025 Q2	–	Sell	-29,008	Closed	-$680K	–	771
2025 Q1	$680K	Hold	29,008	–	–	0.09%	109
2024 Q4	$750K	Hold	29,008	–	–	0.09%	105
2024 Q3	$714K	Sell	29,008 -168	-0.6%	-$4.17K	0.1%	105
2024 Q2	$692K	Buy	29,176 +168	+0.6%	+$3.98K	0.1%	103
2024 Q1	$714K	Hold	29,008	–	–	0.1%	106
2023 Q4	$685K	Hold	29,008	–	–	0.11%	111
2023 Q3	$601K	Sell	29,008 -442	-2%	-$9.7K	0.11%	112
2023 Q2	$645K	Buy	+29,450	New	+$614K	0.11%	108

Other funds holding SCHA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Nemes Rush Group's SCHA Position: Q3 2026 in Review

Nemes Rush Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2026: 177 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Nemes Rush Group previously reported a position in SCHA as recently as Q4 2025.

Nemes Rush Group first reported a position in SCHA in Q2 2023 and has held it in 10 quarters since. The position peaked at $750K in Q4 2024. 885 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Nemes Rush Group held 177 shares of Schwab U.S Small- Cap ETF worth $5.76K as of Q3 2026.
Schwab U.S Small- Cap ETF was a new Nemes Rush Group position in Q3 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q3 2026, its #634 holding.
Nemes Rush Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 10 quarters since.
Nemes Rush Group's Schwab U.S Small- Cap ETF position peaked at $750K in Q4 2024.
885 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.