Stewardship Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stewardship Advisors’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	$378K	Sell	11,585 -4,916	-30%	-$168K	0.08%	116
2026 Q2	$596K	Sell	16,501 -1,447	-8%	-$47.8K	0.12%	85
2026 Q1	$522K	Buy	17,948 +253	+1%	+$7.58K	0.12%	89
2025 Q4	$504K	Buy	17,695 +26	+0.1%	+$734	0.12%	89
2025 Q3	$493K	Sell	17,669 -1,466	-8%	-$39.2K	0.12%	88
2025 Q2	$484K	Buy	19,135 +1,231	+7%	+$29.1K	0.12%	81
2025 Q1	$419K	Buy	17,904 +2,718	+18%	+$69.3K	0.11%	84
2024 Q4	$393K	Buy	15,186 +2,324	+18%	+$61.8K	0.11%	102
2024 Q3	$331K	Buy	+12,862	New	+$319K	0.09%	94

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

Stewardship Advisors's SCHA Position: Q3 2026 in Review

Stewardship Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 30% in Q3 2026, selling an estimated $168K and leaving 11,585 shares worth $378K. The position accounts for 0.08% of the portfolio, ranked #116.

Stewardship Advisors first reported a position in SCHA in Q3 2024 and has held it in 9 quarters since. The position peaked at $596K in Q2 2026. 885 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Stewardship Advisors held 11,585 shares of Schwab U.S Small- Cap ETF worth $378K as of Q3 2026.
Stewardship Advisors sold 4,916 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $168K.
Schwab U.S Small- Cap ETF made up 0.08% of Stewardship Advisors's portfolio in Q3 2026, its #116 holding.
Stewardship Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 9 quarters since.
Stewardship Advisors's Schwab U.S Small- Cap ETF position peaked at $596K in Q2 2026.
885 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.