Stone Summit Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stone Summit Wealth’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	$553K	Sell	16,944 -258	-1%	-$8.83K	0.15%	88
2026 Q2	$622K	Sell	17,202 -45	-0.3%	-$1.49K	0.16%	91
2026 Q1	$502K	Sell	17,247 -1,517	-8%	-$45.5K	0.14%	91
2025 Q4	$534K	Sell	18,764 -994	-5%	-$28.1K	0.14%	93
2025 Q3	$551K	Sell	19,758 -771	-4%	-$20.6K	0.16%	92
2025 Q2	$519K	Buy	20,529 +4,987	+32%	+$118K	0.16%	99
2025 Q1	$364K	Buy	15,542 +879	+6%	+$22.4K	0.12%	113
2024 Q4	$379K	Sell	14,663 -1,383	-9%	-$36.8K	0.13%	113
2024 Q3	$413K	Hold	16,046	–	–	0.13%	112
2024 Q2	$381K	Sell	16,046 -60	-0.4%	-$1.42K	0.14%	110
2024 Q1	$397K	Buy	16,106 +2,850	+21%	+$66.8K	0.14%	113
2023 Q4	$313K	Buy	+13,256	New	+$279K	0.12%	120

Other funds holding SCHA

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

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Stone Summit Wealth's SCHA Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.5% in Q3 2026, selling an estimated $8.83K and leaving 16,944 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #88.

Stone Summit Wealth first reported a position in SCHA in Q4 2023 and has held it in 12 quarters since. The position peaked at $622K in Q2 2026. 356 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Stone Summit Wealth held 16,944 shares of Schwab U.S Small- Cap ETF worth $553K as of Q3 2026.
Stone Summit Wealth sold 258 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $8.83K.
Schwab U.S Small- Cap ETF made up 0.15% of Stone Summit Wealth's portfolio in Q3 2026, its #88 holding.
Stone Summit Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 12 quarters since.
Stone Summit Wealth's Schwab U.S Small- Cap ETF position peaked at $622K in Q2 2026.
356 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

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