Team Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Team Financial Group’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	$12.4K	Buy	+381	New	+$13K	﹤0.01%	202
2026 Q2	–	Sell	-379	Closed	-$11K	–	212
2026 Q1	$11K	Buy	379 +1	+0.3%	+$30	0.01%	193
2025 Q4	$10.8K	Buy	378 +2	+0.5%	+$56	﹤0.01%	183
2025 Q3	$10.5K	Buy	376 +1	+0.3%	+$27	﹤0.01%	186
2025 Q2	$9.49K	Buy	+375	New	+$8.86K	﹤0.01%	181
2024 Q1	–	Sell	-368	Closed	-$8.7K	–	171
2023 Q4	$8.7K	Buy	368 +2	+0.5%	+$42	0.01%	120
2023 Q3	$7.58K	Buy	+366	New	+$8.03K	0.01%	123

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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Team Financial Group's SCHA Position: Q3 2026 in Review

Team Financial Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2026: 381 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Team Financial Group previously reported a position in SCHA as recently as Q1 2026.

Team Financial Group first reported a position in SCHA in Q3 2023 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Team Financial Group held 381 shares of Schwab U.S Small- Cap ETF worth $12.4K as of Q3 2026.
Schwab U.S Small- Cap ETF was a new Team Financial Group position in Q3 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Team Financial Group's portfolio in Q3 2026, its #202 holding.
Team Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 7 quarters since.
987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.