McCarley & Cook Financial Planners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

McCarley & Cook Financial Planners’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	$33.4K	Hold	1,025	–	–	0.03%	108
2026 Q2	$37K	Hold	1,025	–	–	0.03%	103
2026 Q1	$29.8K	Buy	+1,025	New	+$30.7K	0.03%	110

Other funds holding SCHA

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

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

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

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

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

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

McCarley & Cook Financial Planners's SCHA Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 1,025 shares worth $33.4K. The position accounts for 0.03% of the portfolio, ranked #108.

McCarley & Cook Financial Planners first reported a position in SCHA in Q1 2026 and has held it in 3 quarters since. The position peaked at $37K in Q2 2026. 403 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

McCarley & Cook Financial Planners held 1,025 shares of Schwab U.S Small- Cap ETF worth $33.4K as of Q3 2026.
McCarley & Cook Financial Planners left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.03% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #108 holding.
McCarley & Cook Financial Planners first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 3 quarters since.
McCarley & Cook Financial Planners's Schwab U.S Small- Cap ETF position peaked at $37K in Q2 2026.
403 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.