Parkshore Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Parkshore Wealth Management’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	$291K	Sell	8,922 -761	-8%	-$26K	0.07%	58
2026 Q2	$350K	Sell	9,683 -178	-2%	-$5.88K	0.1%	54
2026 Q1	$287K	Sell	9,861 -450	-4%	-$13.5K	0.1%	60
2025 Q4	$294K	Buy	10,311 +45	+0.4%	+$1.27K	0.11%	56
2025 Q3	$286K	Buy	10,266 +6	+0.1%	+$160	0.12%	56
2025 Q2	$260K	Sell	10,260 -776	-7%	-$18.3K	0.13%	56
2025 Q1	$259K	Buy	11,036 +4	+0%	+$102	0.15%	57
2024 Q4	$285K	Buy	+11,032	New	+$294K	0.17%	56

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

Parkshore Wealth Management's SCHA Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 7.9% in Q3 2026, selling an estimated $26K and leaving 8,922 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #58.

Parkshore Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 8 quarters since. The position peaked at $350K in Q2 2026. 885 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Parkshore Wealth Management held 8,922 shares of Schwab U.S Small- Cap ETF worth $291K as of Q3 2026.
Parkshore Wealth Management sold 761 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $26K.
Schwab U.S Small- Cap ETF made up 0.07% of Parkshore Wealth Management's portfolio in Q3 2026, its #58 holding.
Parkshore Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Schwab U.S Small- Cap ETF position peaked at $350K in Q2 2026.
885 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.