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

RMR Wealth Builders’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	$364K	Buy	11,153 +98	+0.9%	+$3.35K	0.02%	218
2026 Q2	$399K	Buy	11,055 +3	+0%	+$99	0.02%	221
2026 Q1	$321K	Sell	11,052 -789	-7%	-$23.7K	0.03%	225
2025 Q4	$337K	Buy	11,841 +12	+0.1%	+$339	0.03%	218
2025 Q3	$330K	Sell	11,829 -1,488	-11%	-$39.8K	0.03%	225
2025 Q2	$337K	Buy	+13,317	New	+$315K	0.03%	212

Other funds holding SCHA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

RMR Wealth Builders's SCHA Position: Q3 2026 in Review

RMR Wealth Builders increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.89% in Q3 2026, buying an estimated $3.35K and bringing the position to 11,153 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #218.

RMR Wealth Builders first reported a position in SCHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $399K in Q2 2026. 805 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

RMR Wealth Builders held 11,153 shares of Schwab U.S Small- Cap ETF worth $364K as of Q3 2026.
RMR Wealth Builders bought 98 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $3.35K.
Schwab U.S Small- Cap ETF made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #218 holding.
RMR Wealth Builders first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 6 quarters since.
RMR Wealth Builders's Schwab U.S Small- Cap ETF position peaked at $399K in Q2 2026.
805 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

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