S.A. Mason
SCHA icon

S.A. Mason’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

S.A. Mason’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 		$1.21M Buy
37,051
+680
+2% +$23.3K 0.35% 68
2026
Q2 		$1.31M Hold
36,371
– – 0.4% 61
2026
Q1 		$1.06M Sell
36,371
-48
-0.1% -$1.44K 0.4% 66
2025
Q4 		$1.04M Buy
36,419
+70
+0.2% +$1.98K 0.41% 63
2025
Q3 		$1.01M Hold
36,349
– – 0.45% 56
2025
Q2 		$920K Buy
36,349
+341
+0.9% +$8.06K 0.45% 59
2025
Q1 		$844K Sell
36,008
-122
-0.3% -$3.11K 0.45% 59
2024
Q4 		$934K Buy
36,130
+162
+0.5% +$4.31K 0.49% 53
2024
Q3 		$926K Buy
35,968
+320
+0.9% +$7.94K 0.49% 51
2024
Q2 		$846K Buy
35,648
+2,280
+7% +$54K 0.48% 52
2024
Q1 		$822K Buy
33,368
+1,580
+5% +$37K 0.49% 51
2023
Q4 		$751K Sell
31,788
-4,230
-12% -$89.2K 0.5% 49
2023
Q3 		$746K Sell
36,018
-1,902
-5% -$41.7K 0.54% 48
2023
Q2 		$795K Hold
37,920
– – 0.58% 48
2023
Q1 		$795K Hold
37,920
– – 0.58% 48
2022
Q4 		$768K Buy
37,920
+1,500
+4% +$30.7K 0.58% 45
2022
Q3 		$688K Sell
36,420
-50
-0.1% -$1.05K 0.54% 46
2022
Q2 		$711K Buy
36,470
+10
+0% +$214 0.52% 50
2022
Q1 		$863K Buy
36,460
+192
+0.5% +$4.53K 0.54% 50
2021
Q4 		$928K Buy
36,268
+604
+2% +$15.6K 0.56% 47
2021
Q3 		$892K Buy
35,664
+776
+2% +$19.7K 0.59% 45
2021
Q2 		$909K Buy
34,888
+796
+2% +$20.4K 0.63% 40
2021
Q1 		$849K Buy
34,092
+592
+2% +$14.6K 0.63% 42
2020
Q4 		$745K Buy
33,500
+3,780
+13% +$75.3K 0.62% 44
2020
Q3 		$508K Sell
29,720
-380
-1% -$6.54K 0.48% 58
2020
Q2 		$492K Buy
30,100
+1,008
+3% +$15.1K 0.52% 54
2020
Q1 		$375K Buy
29,092
+1,176
+4% +$20K 0.46% 64
2019
Q4 		$528K Buy
+27,916
New +$505K 0.5% 62

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
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 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

S.A. Mason's SCHA Position: Q3 2026 in Review

S.A. Mason increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.9% in Q3 2026, buying an estimated $23.3K and bringing the position to 37,051 shares worth $1.21M. The position accounts for 0.35% of the portfolio, ranked #68.

S.A. Mason first reported a position in SCHA in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.31M in Q2 2026. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • S.A. Mason held 37,051 shares of Schwab U.S Small- Cap ETF worth $1.21M as of Q3 2026.
  • S.A. Mason bought 680 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $23.3K.
  • Schwab U.S Small- Cap ETF made up 0.35% of S.A. Mason's portfolio in Q3 2026, its #68 holding.
  • S.A. Mason first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's Schwab U.S Small- Cap ETF position peaked at $1.31M in Q2 2026.
  • 477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.