SYM Financial Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SYM Financial 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
2025 Q3	–	Sell	-1,098	Closed	-$27.8K	–	455
2025 Q2	$27.8K	Buy	+1,098	New	+$26K	﹤0.01%	377
2024 Q3	–	Sell	-550	Closed	-$13K	–	290
2024 Q2	$13K	Sell	550 -3,150	-85%	-$74.7K	﹤0.01%	236
2024 Q1	$91.1K	Sell	3,700 -7,786	-68%	-$182K	0.02%	109
2023 Q4	$271K	Sell	11,486 -1,894	-14%	-$39.9K	0.04%	80
2023 Q3	$277K	Buy	13,380 +13,344	+37,067%	+$293K	0.05%	73
2023 Q2	$788	Buy	+36	New	+$750	﹤0.01%	120
2022 Q4	–	Sell	-76	Closed	-$1K	–	125
2022 Q3	$1K	Buy	+76	New	+$1.59K	﹤0.01%	99
2020 Q3	–	Sell	-308	Closed	-$5K	–	91
2020 Q2	$5K	Buy	+308	New	+$4.61K	﹤0.01%	62
2019 Q3	–	Sell	-5,632	Closed	-$101K	–	70
2019 Q2	$101K	Hold	5,632	–	–	0.06%	50
2019 Q1	$98K	Buy	+5,632	New	+$96.4K	0.06%	50

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SYM Financial Corp's SCHA Position: Q3 2025 in Review

SYM Financial Corp sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 1,098 shares — an estimated $27.8K sold.

SYM Financial Corp first reported a position in SCHA in Q1 2019 and held it in 10 quarters. The position peaked at $277K in Q3 2023. 1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

SYM Financial Corp reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
SYM Financial Corp sold 1,098 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $27.8K.
SYM Financial Corp first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and held it in 10 quarters.
SYM Financial Corp's Schwab U.S Small- Cap ETF position peaked at $277K in Q3 2023.
1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.