Stevens Capital Partners
SCHA icon

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

Stevens Capital Partners’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 		$9.9M Buy
304,368
+9,749
+3% +$334K 1.72% 16
2026
Q2 		$10.6M Buy
294,619
+7,196
+3% +$238K 2.02% 13
2026
Q1 		$8.36M Buy
287,423
+36,252
+14% +$1.09M 2.01% 15
2025
Q4 		$7.15M Buy
251,171
+31,915
+15% +$901K 1.87% 16
2025
Q3 		$6.12M Buy
219,256
+14,678
+7% +$392K 1.83% 16
2025
Q2 		$5.29M Buy
204,578
+14,233
+7% +$336K 1.9% 15
2025
Q1 		$4.46M Buy
190,345
+31,214
+20% +$796K 2.1% 14
2024
Q4 		$4.12M Buy
159,131
+5,917
+4% +$157K 1.86% 13
2024
Q3 		$3.95M Buy
153,214
+9,626
+7% +$239K 1.88% 13
2024
Q2 		$3.41M Buy
143,588
+12,794
+10% +$303K 1.76% 13
2024
Q1 		$3.22M Buy
130,794
+28,326
+28% +$664K 1.92% 12
2023
Q4 		$2.42M Buy
102,468
+30,710
+43% +$647K 1.68% 14
2023
Q3 		$1.49M Sell
71,758
-616
-0.9% -$13.5K 1.19% 17
2023
Q2 		$1.58M Buy
72,374
+910
+1% +$19K 1.23% 17
2023
Q1 		$1.5M Sell
71,464
-326
-0.5% -$7.01K 1.26% 16
2022
Q4 		$1.45M Buy
+71,790
New +$1.47M 1.29% 17

Other funds holding SCHA

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Stevens Capital Partners's SCHA Position: Q3 2026 in Review

Stevens Capital Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.3% in Q3 2026, buying an estimated $334K and bringing the position to 304,368 shares worth $9.9M. The position accounts for 1.72% of the portfolio, ranked #16.

Stevens Capital Partners first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.6M in Q2 2026. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Stevens Capital Partners held 304,368 shares of Schwab U.S Small- Cap ETF worth $9.9M as of Q3 2026.
  • Stevens Capital Partners bought 9,749 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $334K.
  • Schwab U.S Small- Cap ETF made up 1.72% of Stevens Capital Partners's portfolio in Q3 2026, its #16 holding.
  • Stevens Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Stevens Capital Partners's Schwab U.S Small- Cap ETF position peaked at $10.6M in Q2 2026.
  • 987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.