The Wealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

The Wealth 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	$2.44M	Sell	73,919 -721	-1%	-$24.7K	0.45%	25
2026 Q2	$2.7M	Buy	74,640 +21	+0%	+$694	0.52%	24
2026 Q1	$2.17M	Sell	74,619 -411	-0.5%	-$12.3K	0.49%	24
2025 Q4	$2.14M	Sell	75,030 -2,418	-3%	-$68.3K	0.48%	24
2025 Q3	$2.16M	Sell	77,448 -1,569	-2%	-$42K	0.5%	26
2025 Q2	$2M	Sell	79,017 -956	-1%	-$22.6K	0.51%	25
2025 Q1	$1.87M	Sell	79,973 -1,288	-2%	-$32.8K	0.55%	23
2024 Q4	$2.1M	Sell	81,261 -481	-0.6%	-$12.8K	0.61%	20
2024 Q3	$2.1M	Sell	81,742 -602	-0.7%	-$14.9K	0.61%	20
2024 Q2	$1.95M	Sell	82,344 -898	-1%	-$21.3K	0.59%	20
2024 Q1	$1.9M	Hold	83,242	–	–	0.58%	21
2023 Q4	$1.9M	Buy	+83,242	New	+$1.75M	0.63%	22

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

The Wealth Group's SCHA Position: Q3 2026 in Review

The Wealth Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.97% in Q3 2026, selling an estimated $24.7K and leaving 73,919 shares worth $2.44M. The position accounts for 0.45% of the portfolio, ranked #25.

The Wealth Group first reported a position in SCHA in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.7M in Q2 2026. 356 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

The Wealth Group held 73,919 shares of Schwab U.S Small- Cap ETF worth $2.44M as of Q3 2026.
The Wealth Group sold 721 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $24.7K.
Schwab U.S Small- Cap ETF made up 0.45% of The Wealth Group's portfolio in Q3 2026, its #25 holding.
The Wealth Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 12 quarters since.
The Wealth Group's Schwab U.S Small- Cap ETF position peaked at $2.7M in Q2 2026.
356 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.