Patrick M. Sweeney & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Patrick M. Sweeney & Associates’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	$559K	Buy	17,136 +493	+3%	+$16.9K	0.32%	77
2026 Q2	$601K	Buy	16,643 +1,052	+7%	+$34.8K	0.35%	72
2026 Q1	$453K	Buy	15,591 +326	+2%	+$9.8K	0.29%	85
2025 Q4	$435K	Buy	15,265 +1,162	+8%	+$32.8K	0.27%	86
2025 Q3	$393K	Buy	14,103 +996	+8%	+$26.6K	0.25%	93
2025 Q2	$342K	Sell	13,107 -553	-4%	-$13.1K	0.24%	105
2025 Q1	$320K	Buy	13,660 +1	+0%	+$25	0.24%	103
2024 Q4	$353K	Buy	13,659 +1,003	+8%	+$26.7K	0.26%	98
2024 Q3	$326K	Buy	12,656 +2,750	+28%	+$68.3K	0.24%	107
2024 Q2	$235K	Buy	9,906 +630	+7%	+$14.9K	0.19%	124
2024 Q1	$228K	Buy	9,276 +802	+9%	+$18.8K	0.19%	124
2023 Q4	$200K	Buy	+8,474	New	+$179K	0.18%	127

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

Patrick M. Sweeney & Associates's SCHA Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3% in Q3 2026, buying an estimated $16.9K and bringing the position to 17,136 shares worth $559K. The position accounts for 0.32% of the portfolio, ranked #77.

Patrick M. Sweeney & Associates first reported a position in SCHA in Q4 2023 and has held it in 12 quarters since. The position peaked at $601K in Q2 2026. 885 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Patrick M. Sweeney & Associates held 17,136 shares of Schwab U.S Small- Cap ETF worth $559K as of Q3 2026.
Patrick M. Sweeney & Associates bought 493 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $16.9K.
Schwab U.S Small- Cap ETF made up 0.32% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #77 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Schwab U.S Small- Cap ETF position peaked at $601K in Q2 2026.
885 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.