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Three Bearings Fiduciary Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Three Bearings Fiduciary 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
Q2 		$2.04K Hold
57
– – ﹤0.01% 215
2026
Q1 		$1.65K Hold
57
– – ﹤0.01% 234
2025
Q4 		$1.7K Buy
+57
New +$1.61K ﹤0.01% 239

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Three Bearings Fiduciary Advisors's SCHA Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 57 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Three Bearings Fiduciary Advisors first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 57 shares of Schwab U.S Small- Cap ETF worth $2.04K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #215 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.