Thrive Wealth Management
SCHA icon

Thrive Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Thrive Wealth Management’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 		$544K Sell
16,660
-28
-0.2% -$958 0.07% 123
2026
Q2 		$603K Sell
16,688
-911
-5% -$30.1K 0.08% 120
2026
Q1 		$512K Sell
17,599
-481
-3% -$14.4K 0.08% 120
2025
Q4 		$515K Buy
18,080
+1,219
+7% +$34.4K 0.08% 127
2025
Q3 		$470K Sell
16,861
-739
-4% -$19.8K 0.07% 132
2025
Q2 		$445K Buy
17,600
+1,712
+11% +$40.5K 0.07% 132
2025
Q1 		$372K Sell
15,888
-3,942
-20% -$100K 0.07% 139
2024
Q4 		$513K Buy
19,830
+4,848
+32% +$129K 0.09% 117
2024
Q3 		$386K Buy
14,982
+40
+0.3% +$993 0.07% 143
2024
Q2 		$355K Sell
14,942
-2,138
-13% -$50.7K 0.07% 151
2024
Q1 		$421K Sell
17,080
-2,142
-11% -$50.2K 0.09% 125
2023
Q4 		$454K Buy
19,222
+7,862
+69% +$166K 0.1% 110
2023
Q3 		$235K Buy
11,360
+786
+7% +$17.2K 0.06% 153
2023
Q2 		$232K Sell
10,574
-35,354
-77% -$737K 0.06% 161
2023
Q1 		$963K Sell
45,928
-6,784
-13% -$146K 0.25% 45
2022
Q4 		$1.07M Buy
52,712
+5,374
+11% +$110K 0.31% 39
2022
Q3 		$895K Sell
47,338
-22,808
-33% -$477K 0.31% 40
2022
Q2 		$1.37M Buy
70,146
+8,644
+14% +$185K 0.48% 30
2022
Q1 		$1.46M Buy
61,502
+21,694
+54% +$512K 0.43% 32
2021
Q4 		$1.02M Buy
+39,808
New +$1.03M 0.35% 34

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Thrive Wealth Management's SCHA Position: Q3 2026 in Review

Thrive Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.17% in Q3 2026, selling an estimated $958 and leaving 16,660 shares worth $544K. The position accounts for 0.07% of the portfolio, ranked #123.

Thrive Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q1 2022. 439 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Thrive Wealth Management held 16,660 shares of Schwab U.S Small- Cap ETF worth $544K as of Q3 2026.
  • Thrive Wealth Management sold 28 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $958.
  • Schwab U.S Small- Cap ETF made up 0.07% of Thrive Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Thrive Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.46M in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.