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

Roberts Wealth Advisors’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	$997K	Sell	30,546 -3,322	-10%	-$114K	0.22%	69
2026 Q2	$1.22M	Sell	33,868 -3,029	-8%	-$100K	0.28%	67
2026 Q1	$1.07M	Buy	36,897 +3,984	+12%	+$119K	0.27%	70
2025 Q4	$937K	Sell	32,913 -870	-3%	-$24.6K	0.24%	70
2025 Q3	$943K	Sell	33,783 -1,776	-5%	-$47.5K	0.25%	69
2025 Q2	$900K	Sell	35,559 -601	-2%	-$14.2K	0.26%	66
2025 Q1	$847K	Sell	36,160 -976	-3%	-$24.9K	0.26%	69
2024 Q4	$977K	Buy	37,136 +100	+0.3%	+$2.66K	0.3%	63
2024 Q3	$940K	Hold	37,036	–	–	0.3%	62
2024 Q2	$870K	Hold	37,036	–	–	0.3%	62
2024 Q1	$851K	Sell	37,036 -4,104	-10%	-$96.1K	0.32%	65
2023 Q4	$2.83M	Sell	41,140 -1,602	-4%	-$33.8K	0.44%	49
2023 Q3	$870K	Buy	42,742 +1,000	+2%	+$21.9K	0.38%	63
2023 Q2	$914K	Sell	41,742 -78	-0.2%	-$1.63K	0.4%	58
2023 Q1	$861K	Hold	41,820	–	–	0.4%	58
2022 Q4	$842K	Buy	+41,820	New	+$857K	0.41%	60

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Roberts Wealth Advisors's SCHA Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.8% in Q3 2026, selling an estimated $114K and leaving 30,546 shares worth $997K. The position accounts for 0.22% of the portfolio, ranked #69.

Roberts Wealth Advisors first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.83M in Q4 2023. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Roberts Wealth Advisors held 30,546 shares of Schwab U.S Small- Cap ETF worth $997K as of Q3 2026.
Roberts Wealth Advisors sold 3,322 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $114K.
Schwab U.S Small- Cap ETF made up 0.22% of Roberts Wealth Advisors's portfolio in Q3 2026, its #69 holding.
Roberts Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
Roberts Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $2.83M in Q4 2023.
1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.