Roxbury Financial
SCHA icon

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

Roxbury 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 		$25.1K Hold
770
– – 0.02% 264
2026
Q2 		$27.8K Hold
770
– – 0.02% 240
2026
Q1 		$22.4K Sell
770
-6
-0.8% -$180 0.02% 244
2025
Q4 		$22.1K Hold
776
– – 0.02% 246
2025
Q3 		$21.6K Buy
776
+100
+15% +$2.67K 0.02% 244
2025
Q2 		$17.1K Buy
+676
New +$16K 0.02% 257

Other funds holding SCHA

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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
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
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Roxbury Financial's SCHA Position: Q3 2026 in Review

Roxbury Financial held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 770 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #264.

Roxbury Financial first reported a position in SCHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $27.8K in Q2 2026. 1,112 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Roxbury Financial held 770 shares of Schwab U.S Small- Cap ETF worth $25.1K as of Q3 2026.
  • Roxbury Financial left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #264 holding.
  • Roxbury Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Roxbury Financial's Schwab U.S Small- Cap ETF position peaked at $27.8K in Q2 2026.
  • 1,112 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.