Sigma Planning Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sigma Planning Corp’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	$527K	Buy	16,136 +745	+5%	+$25.5K	0.01%	821
2026 Q2	$556K	Buy	15,391 +3,911	+34%	+$129K	0.01%	865
2026 Q1	$334K	Sell	11,480 -256	-2%	-$7.67K	0.01%	1011
2025 Q4	$334K	Buy	11,736 +1,410	+14%	+$39.8K	0.01%	971
2025 Q3	$288K	Sell	10,326 -1,140	-10%	-$30.5K	0.01%	1047
2025 Q2	$290K	Buy	11,466 +2,703	+31%	+$63.9K	0.01%	1005
2025 Q1	$205K	Buy	+8,763	New	+$223K	0.01%	1117
2022 Q3	–	Sell	-19,288	Closed	-$376K	–	1336
2022 Q2	$376K	Buy	19,288 +1,474	+8%	+$31.5K	0.01%	875
2022 Q1	$422K	Buy	+17,814	New	+$421K	0.01%	913
2019 Q4	–	Sell	-14,444	Closed	-$252K	–	1095
2019 Q3	$252K	Sell	14,444 -29,832	-67%	-$527K	0.01%	840
2019 Q2	$791K	Buy	+44,276	New	+$783K	0.04%	404

Other funds holding SCHA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

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

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

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

Sigma Planning Corp's SCHA Position: Q3 2026 in Review

Sigma Planning Corp increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.8% in Q3 2026, buying an estimated $25.5K and bringing the position to 16,136 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #821.

Sigma Planning Corp first reported a position in SCHA in Q2 2019 and has held it in 11 quarters since. The position peaked at $791K in Q2 2019. 873 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Sigma Planning Corp held 16,136 shares of Schwab U.S Small- Cap ETF worth $527K as of Q3 2026.
Sigma Planning Corp bought 745 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $25.5K.
Schwab U.S Small- Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #821 holding.
Sigma Planning Corp first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 11 quarters since.
Sigma Planning Corp's Schwab U.S Small- Cap ETF position peaked at $791K in Q2 2019.
873 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.