Sendero Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sendero Wealth Management’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	$418K	Sell	12,800 -14	-0.1%	-$479	0.04%	170
2026 Q2	$463K	Buy	12,814 +14	+0.1%	+$463	0.05%	166
2026 Q1	$372K	Hold	12,800	–	–	0.04%	173
2025 Q4	$365K	Hold	12,800	–	–	0.04%	173
2025 Q3	$357K	Hold	12,800	–	–	0.04%	165
2025 Q2	$324K	Hold	12,800	–	–	0.04%	167
2025 Q1	$300K	Hold	12,800	–	–	0.04%	158
2024 Q4	$331K	Hold	12,800	–	–	0.05%	146
2024 Q3	$330K	Hold	12,800	–	–	0.05%	142
2024 Q2	$304K	Hold	12,800	–	–	0.05%	142
2024 Q1	$315K	Hold	12,800	–	–	0.05%	142
2023 Q4	$302K	Hold	12,800	–	–	0.06%	136
2023 Q3	$265K	Hold	12,800	–	–	0.06%	141
2023 Q2	$280K	Buy	+12,800	New	+$267K	0.06%	134

Other funds holding SCHA

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sendero Wealth Management's SCHA Position: Q3 2026 in Review

Sendero Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.11% in Q3 2026, selling an estimated $479 and leaving 12,800 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #170.

Sendero Wealth Management first reported a position in SCHA in Q2 2023 and has held it in 14 quarters since. The position peaked at $463K in Q2 2026. 1,059 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Sendero Wealth Management held 12,800 shares of Schwab U.S Small- Cap ETF worth $418K as of Q3 2026.
Sendero Wealth Management sold 14 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $479.
Schwab U.S Small- Cap ETF made up 0.04% of Sendero Wealth Management's portfolio in Q3 2026, its #170 holding.
Sendero Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 14 quarters since.
Sendero Wealth Management's Schwab U.S Small- Cap ETF position peaked at $463K in Q2 2026.
1,059 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.