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

Tactive 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	$880K	Buy	26,964 +1,952	+8%	+$66.8K	0.21%	101
2026 Q2	$904K	Buy	25,012 +1,244	+5%	+$41.1K	0.22%	95
2026 Q1	$691K	Buy	23,768 +1,659	+8%	+$49.7K	0.19%	115
2025 Q4	$630K	Buy	22,109 +2,322	+12%	+$65.6K	0.18%	123
2025 Q3	$552K	Sell	19,787 -1,067	-5%	-$28.5K	0.16%	135
2025 Q2	$528K	Buy	+20,854	New	+$493K	0.17%	123

Other funds holding SCHA

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

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Tactive Advisors's SCHA Position: Q3 2026 in Review

Tactive Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 7.8% in Q3 2026, buying an estimated $66.8K and bringing the position to 26,964 shares worth $880K. The position accounts for 0.21% of the portfolio, ranked #101.

Tactive Advisors first reported a position in SCHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $904K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Tactive Advisors held 26,964 shares of Schwab U.S Small- Cap ETF worth $880K as of Q3 2026.
Tactive Advisors bought 1,952 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $66.8K.
Schwab U.S Small- Cap ETF made up 0.21% of Tactive Advisors's portfolio in Q3 2026, its #101 holding.
Tactive Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 6 quarters since.
Tactive Advisors's Schwab U.S Small- Cap ETF position peaked at $904K in Q2 2026.
82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.