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

Rede Wealth’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	$858K	Buy	26,294 +530	+2%	+$18.1K	0.28%	39
2026 Q2	$931K	Sell	25,764 -21,523	-46%	-$711K	0.31%	38
2026 Q1	$1.38M	Buy	47,287 +3,857	+9%	+$116K	0.49%	23
2025 Q4	$1.24M	Buy	+43,430	New	+$1.23M	0.43%	25
2025 Q3	–	Sell	-44,749	Closed	-$1.13M	–	165
2025 Q2	$1.13M	Buy	44,749 +897	+2%	+$21.2K	0.41%	26
2025 Q1	$1.03M	Buy	43,852 +2,020	+5%	+$51.5K	0.36%	29
2024 Q4	$1.08M	Buy	41,832 +524	+1%	+$13.9K	0.41%	26
2024 Q3	$1.06M	Sell	41,308 -484	-1%	-$12K	0.41%	28
2024 Q2	$992K	Buy	41,792 +1,338	+3%	+$31.7K	0.91%	26
2024 Q1	$996K	Buy	40,454 +8,276	+26%	+$194K	0.42%	29
2023 Q4	$760K	Buy	+32,178	New	+$678K	0.36%	33

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 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

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Rede Wealth's SCHA Position: Q3 2026 in Review

Rede Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.1% in Q3 2026, buying an estimated $18.1K and bringing the position to 26,294 shares worth $858K. The position accounts for 0.28% of the portfolio, ranked #39.

Rede Wealth first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q1 2026. 461 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Rede Wealth held 26,294 shares of Schwab U.S Small- Cap ETF worth $858K as of Q3 2026.
Rede Wealth bought 530 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $18.1K.
Schwab U.S Small- Cap ETF made up 0.28% of Rede Wealth's portfolio in Q3 2026, its #39 holding.
Rede Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Rede Wealth's Schwab U.S Small- Cap ETF position peaked at $1.38M in Q1 2026.
461 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.