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

RBA 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 		$348K Buy
10,672
+3
+0% +$103 0.11% 81
2026
Q2 		$385K Sell
10,669
-1,825
-15% -$60.3K 0.14% 67
2026
Q1 		$363K Sell
12,494
-165
-1% -$4.95K 0.13% 75
2025
Q4 		$361K Buy
12,659
+414
+3% +$11.7K 0.12% 73
2025
Q3 		$342K Buy
12,245
+279
+2% +$7.46K 0.12% 75
2025
Q2 		$303K Buy
11,966
+642
+6% +$15.2K 0.11% 80
2025
Q1 		$265K Buy
11,324
+155
+1% +$3.95K 0.11% 80
2024
Q4 		$289K Sell
11,169
-571
-5% -$15.2K 0.11% 77
2024
Q3 		$302K Sell
11,740
-36
-0.3% -$894 0.12% 72
2024
Q2 		$279K Buy
11,776
+660
+6% +$15.6K 0.11% 77
2024
Q1 		$274K Buy
11,116
+322
+3% +$7.54K 0.11% 79
2023
Q4 		$255K Buy
10,794
+266
+3% +$5.61K 0.11% 79
2023
Q3 		$218K Buy
10,528
+118
+1% +$2.59K 0.1% 82
2023
Q2 		$228K Sell
10,410
-1,240
-11% -$25.8K 0.11% 86
2023
Q1 		$244K Buy
11,650
+1,760
+18% +$37.8K 0.12% 81
2022
Q4 		$200K Buy
+9,890
New +$203K 0.11% 88

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

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

RBA Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.03% in Q3 2026, buying an estimated $103 and bringing the position to 10,672 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #81.

RBA Wealth Management first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $385K in Q2 2026. 604 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • RBA Wealth Management held 10,672 shares of Schwab U.S Small- Cap ETF worth $348K as of Q3 2026.
  • RBA Wealth Management bought 3 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $103.
  • Schwab U.S Small- Cap ETF made up 0.11% of RBA Wealth Management's portfolio in Q3 2026, its #81 holding.
  • RBA Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • RBA Wealth Management's Schwab U.S Small- Cap ETF position peaked at $385K in Q2 2026.
  • 604 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.