Rossby Financial
SCHA icon

Rossby Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Rossby Financial’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 		$358K Buy
10,959
+4,752
+77% +$163K 0.05% 314
2026
Q2 		$224K Sell
6,207
-5,345
-46% -$177K 0.04% 365
2026
Q1 		$339K Buy
11,552
+9,966
+628% +$299K 0.07% 250
2025
Q4 		$45.2K Buy
1,586
+340
+27% +$9.6K 0.01% 569
2025
Q3 		$34.8K Sell
1,246
-4
-0.3% -$107 0.01% 604
2025
Q2 		$31.6K Sell
1,250
-50
-4% -$1.18K 0.01% 574
2025
Q1 		$29.6K Buy
+1,300
New +$33.1K 0.01% 559

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rossby Financial's SCHA Position: Q3 2026 in Review

Rossby Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 77% in Q3 2026, buying an estimated $163K and bringing the position to 10,959 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #314.

Rossby Financial first reported a position in SCHA in Q1 2025 and has held it in 7 quarters since. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Rossby Financial held 10,959 shares of Schwab U.S Small- Cap ETF worth $358K as of Q3 2026.
  • Rossby Financial bought 4,752 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $163K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Rossby Financial's portfolio in Q3 2026, its #314 holding.
  • Rossby Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.