SC
SCHA icon

Sapient Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sapient Capital’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 		$376K Hold
11,535
– – 0.01% 298
2026
Q2 		$417K Buy
11,535
+1,333
+13% +$44K 0.01% 291
2026
Q1 		$297K Hold
10,202
– – ﹤0.01% 357
2025
Q4 		$293K Hold
10,202
– – ﹤0.01% 339
2025
Q3 		$284K Hold
10,202
– – ﹤0.01% 321
2025
Q2 		$258K Sell
10,202
-924
-8% -$21.8K ﹤0.01% 325
2025
Q1 		$261K Buy
+11,126
New +$284K 0.01% 315

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Sapient Capital's SCHA Position: Q3 2026 in Review

Sapient Capital held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 11,535 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #298.

Sapient Capital first reported a position in SCHA in Q1 2025 and has held it in 7 quarters since. The position peaked at $417K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Sapient Capital held 11,535 shares of Schwab U.S Small- Cap ETF worth $376K as of Q3 2026.
  • Sapient Capital left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #298 holding.
  • Sapient Capital first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • Sapient Capital's Schwab U.S Small- Cap ETF position peaked at $417K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.