SwitchPoint Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SwitchPoint Financial Planning’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	$697K	Buy	+21,356	New	+$731K	0.39%	42

Other funds holding SCHA

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SwitchPoint Financial Planning's SCHA Position: Q3 2026 in Review

SwitchPoint Financial Planning opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2026: 21,356 shares worth $697K. The stake represents 0.39% of the portfolio and ranks #42 among its holdings.

1,162 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

SwitchPoint Financial Planning held 21,356 shares of Schwab U.S Small- Cap ETF worth $697K as of Q3 2026.
Schwab U.S Small- Cap ETF was a new SwitchPoint Financial Planning position in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.39% of SwitchPoint Financial Planning's portfolio in Q3 2026, its #42 holding.
1,162 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.