PTM Wealth Management
SCHA icon

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

PTM 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 		$241K Buy
7,285
+22
+0.3% +$753 0.1% 58
2026
Q2 		$246K Buy
7,263
+21
+0.3% +$694 0.11% 56
2026
Q1 		$215K Buy
7,242
+10
+0.1% +$300 0.11% 53
2025
Q4 		$211K Buy
7,232
+32
+0.4% +$904 0.12% 55
2025
Q3 		$204K Buy
+7,200
New +$193K 0.12% 52

Other funds holding SCHA

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

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

PTM Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.3% in Q3 2026, buying an estimated $753 and bringing the position to 7,285 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #58.

PTM Wealth Management first reported a position in SCHA in Q3 2025 and has held it in 5 quarters since. The position peaked at $246K in Q2 2026. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • PTM Wealth Management held 7,285 shares of Schwab U.S Small- Cap ETF worth $241K as of Q3 2026.
  • PTM Wealth Management bought 22 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $753.
  • Schwab U.S Small- Cap ETF made up 0.1% of PTM Wealth Management's portfolio in Q3 2026, its #58 holding.
  • PTM Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • PTM Wealth Management's Schwab U.S Small- Cap ETF position peaked at $246K in Q2 2026.
  • 987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.