One Advisory Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

One Advisory Partners’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	$242K	Hold	7,414	–	–	0.07%	66
2026 Q2	$268K	Hold	7,414	–	–	0.07%	61
2026 Q1	$216K	Hold	7,414	–	–	0.07%	69
2025 Q4	$211K	Buy	+7,414	New	+$209K	0.06%	70

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

One Advisory Partners's SCHA Position: Q3 2026 in Review

One Advisory Partners held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 7,414 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #66.

One Advisory Partners first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. The position peaked at $268K in Q2 2026. 564 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

One Advisory Partners held 7,414 shares of Schwab U.S Small- Cap ETF worth $242K as of Q3 2026.
One Advisory Partners left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.07% of One Advisory Partners's portfolio in Q3 2026, its #66 holding.
One Advisory Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
One Advisory Partners's Schwab U.S Small- Cap ETF position peaked at $268K in Q2 2026.
564 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.