Sensible Money
SCHA icon

Sensible Money’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sensible Money’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 		$4.12M Sell
126,150
-707
-0.6% -$24.2K 1.06% 9
2026
Q2 		$4.58M Sell
126,857
-463
-0.4% -$15.3K 1.22% 8
2026
Q1 		$3.7M Sell
127,320
-402
-0.3% -$12K 1.13% 9
2025
Q4 		$3.64M Buy
127,722
+10,387
+9% +$293K 1.16% 9
2025
Q3 		$3.27M Sell
117,335
-1,577
-1% -$42.2K 1.11% 9
2025
Q2 		$3.01M Buy
118,912
+94
+0.1% +$2.22K 1.14% 9
2025
Q1 		$2.78M Buy
118,818
+547
+0.5% +$13.9K 1.19% 9
2024
Q4 		$3.06M Sell
118,271
-641
-0.5% -$17.1K 1.34% 9
2024
Q3 		$3.06M Sell
118,912
-38
-0% -$943 1.34% 9
2024
Q2 		$2.82M Sell
118,950
-4,490
-4% -$106K 1.38% 9
2024
Q1 		$3.04M Sell
123,440
-4,196
-3% -$98.3K 1.63% 7
2023
Q4 		$3.01M Sell
127,636
-250
-0.2% -$5.27K 1.81% 8
2023
Q3 		$2.65M Sell
127,886
-2,728
-2% -$59.9K 1.87% 7
2023
Q2 		$2.86M Sell
130,614
-370
-0.3% -$7.71K 2.08% 7
2023
Q1 		$2.75M Sell
130,984
-2,916
-2% -$62.7K 2.37% 7
2022
Q4 		$2.71M Buy
+133,900
New +$2.74M 2.9% 7

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

Sensible Money's SCHA Position: Q3 2026 in Review

Sensible Money reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.56% in Q3 2026, selling an estimated $24.2K and leaving 126,150 shares worth $4.12M. The position accounts for 1.06% of the portfolio, ranked #9.

Sensible Money first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.58M in Q2 2026. 403 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Sensible Money held 126,150 shares of Schwab U.S Small- Cap ETF worth $4.12M as of Q3 2026.
  • Sensible Money sold 707 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $24.2K.
  • Schwab U.S Small- Cap ETF made up 1.06% of Sensible Money's portfolio in Q3 2026, its #9 holding.
  • Sensible Money first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Sensible Money's Schwab U.S Small- Cap ETF position peaked at $4.58M in Q2 2026.
  • 403 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.