Robbins Farley
SCHA icon

Robbins Farley’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Robbins Farley’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 		$320K Buy
9,807
+132
+1% +$4.52K 0.12% 64
2026
Q2 		$350K Buy
9,675
+832
+9% +$27.5K 0.13% 57
2026
Q1 		$257K Buy
8,843
+2,826
+47% +$84.7K 0.11% 62
2025
Q4 		$171K Buy
6,017
+2,640
+78% +$74.5K 0.08% 61
2025
Q3 		$94.2K Buy
3,377
+808
+31% +$21.6K 0.04% 74
2025
Q2 		$65K Buy
2,569
+582
+29% +$13.8K 0.03% 76
2025
Q1 		$46.6K Buy
1,987
+157
+9% +$4K 0.02% 78
2024
Q4 		$47.3K Buy
1,830
+44
+2% +$1.17K 0.02% 79
2024
Q3 		$46K Sell
1,786
-90
-5% -$2.24K 0.02% 75
2024
Q2 		$44.5K Sell
1,876
-34
-2% -$806 0.02% 75
2024
Q1 		$47K Sell
1,910
-3,664
-66% -$85.8K 0.02% 78
2023
Q4 		$132K Buy
5,574
+152
+3% +$3.2K 0.08% 67
2023
Q3 		$112K Buy
5,422
+376
+7% +$8.25K 0.08% 66
2023
Q2 		$111K Sell
5,046
-16
-0.3% -$333 0.08% 63
2023
Q1 		$106K Buy
5,062
+4,754
+1,544% +$102K 0.07% 64
2022
Q4 		$6.24K Hold
308
– – ﹤0.01% 107
2022
Q3 		$6K Hold
308
– – ﹤0.01% 102
2022
Q2 		$6K Sell
308
-8,576
-97% -$183K 0.01% 83
2022
Q1 		$210K Buy
8,884
+396
+5% +$9.35K 0.16% 48
2021
Q4 		$217K Buy
8,488
+568
+7% +$14.7K 0.16% 45
2021
Q3 		$198K Sell
7,920
-232
-3% -$5.89K 0.15% 52
2021
Q2 		$212K Buy
8,152
+584
+8% +$14.9K 0.24% 34
2021
Q1 		$190K Buy
7,568
+496
+7% +$12.2K 0.17% 52
2020
Q4 		$157K Buy
+7,072
New +$141K 0.15% 46

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 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
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Robbins Farley's SCHA Position: Q3 2026 in Review

Robbins Farley increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.4% in Q3 2026, buying an estimated $4.52K and bringing the position to 9,807 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #64.

Robbins Farley first reported a position in SCHA in Q4 2020 and has held it in 24 quarters since. The position peaked at $350K in Q2 2026. 376 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Robbins Farley held 9,807 shares of Schwab U.S Small- Cap ETF worth $320K as of Q3 2026.
  • Robbins Farley bought 132 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $4.52K.
  • Schwab U.S Small- Cap ETF made up 0.12% of Robbins Farley's portfolio in Q3 2026, its #64 holding.
  • Robbins Farley first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Robbins Farley's Schwab U.S Small- Cap ETF position peaked at $350K in Q2 2026.
  • 376 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Robbins Farley's 13F filing for Q3 2026, filed 21 Oct 2026.