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Summit Wealth Group, LLC/OK’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Summit Wealth Group, LLC/OK’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 		$205K Sell
6,276
-1,060
-14% -$36.3K 0.35% 51
2026
Q2 		$265K Hold
7,336
– – 0.34% 53
2026
Q1 		$213K Hold
7,336
– – 0.3% 56
2025
Q4 		$209K Buy
+7,336
New +$207K 0.22% 65

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Vantagepoint Investment Advisers
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HighTower Advisors
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Summit Wealth Group, LLC/OK's SCHA Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q3 2026, selling an estimated $36.3K and leaving 6,276 shares worth $205K. The position accounts for 0.35% of the portfolio, ranked #51.

Summit Wealth Group, LLC/OK first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. The position peaked at $265K in Q2 2026. 940 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 6,276 shares of Schwab U.S Small- Cap ETF worth $205K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 1,060 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $36.3K.
  • Schwab U.S Small- Cap ETF made up 0.35% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #51 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Schwab U.S Small- Cap ETF position peaked at $265K in Q2 2026.
  • 940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.