Seek First’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Seek First’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	$1.65M	Buy	50,614 +152	+0.3%	+$5.2K	1.06%	19
2026 Q2	$1.82M	Sell	50,462 -2,134	-4%	-$70.5K	1.15%	19
2026 Q1	$1.53M	Buy	52,596 +407	+0.8%	+$12.2K	1.08%	20
2025 Q4	$1.49M	Buy	52,189 +229	+0.4%	+$6.47K	1.02%	20
2025 Q3	$1.45M	Buy	51,960 +564	+1%	+$15.1K	1.04%	17
2025 Q2	$1.3M	Sell	51,396 -835	-2%	-$19.7K	1.05%	18
2025 Q1	$1.22M	Buy	+52,231	New	+$1.33M	1.09%	18

Other funds holding SCHA

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Seek First's SCHA Position: Q3 2026 in Review

Seek First increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.3% in Q3 2026, buying an estimated $5.2K and bringing the position to 50,614 shares worth $1.65M. The position accounts for 1.06% of the portfolio, ranked #19.

Seek First first reported a position in SCHA in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.82M in Q2 2026. 647 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Seek First held 50,614 shares of Schwab U.S Small- Cap ETF worth $1.65M as of Q3 2026.
Seek First bought 152 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $5.2K.
Schwab U.S Small- Cap ETF made up 1.06% of Seek First's portfolio in Q3 2026, its #19 holding.
Seek First first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Schwab U.S Small- Cap ETF position peaked at $1.82M in Q2 2026.
647 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.