Veery Capital
SCHA icon

Veery Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Veery Capital’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 		$299K Buy
9,177
+19
+0.2% +$650 0.08% 76
2026
Q2 		$331K Sell
9,158
-64
-0.7% -$2.12K 0.09% 70
2026
Q1 		$268K Sell
9,222
-3,073
-25% -$92.1K 0.08% 73
2025
Q4 		$350K Buy
12,295
+2,949
+32% +$83.3K 0.11% 58
2025
Q3 		$261K Sell
9,346
-587
-6% -$15.7K 0.08% 75
2025
Q2 		$251K Sell
9,933
-2,319
-19% -$54.8K 0.09% 74
2025
Q1 		$287K Sell
12,252
-5,450
-31% -$139K 0.11% 57
2024
Q4 		$458K Sell
17,702
-77,310
-81% -$2.06M 0.18% 49
2024
Q3 		$2.45M Sell
95,012
-186,850
-66% -$4.64M 0.92% 18
2024
Q2 		$6.69M Sell
281,862
-7,180
-2% -$170K 2.71% 10
2024
Q1 		$7.12M Buy
289,042
+15,208
+6% +$356K 2.92% 9
2023
Q4 		$6.47M Buy
273,834
+6,254
+2% +$132K 2.9% 9
2023
Q3 		$5.54M Buy
267,580
+10,964
+4% +$241K 2.7% 9
2023
Q2 		$5.62M Buy
256,616
+21,762
+9% +$454K 2.65% 9
2023
Q1 		$4.92M Buy
234,854
+30,340
+15% +$652K 2.63% 9
2022
Q4 		$4.14M Buy
204,514
+17,666
+9% +$362K 2.45% 9
2022
Q3 		$3.53M Buy
186,848
+10,258
+6% +$215K 2.26% 10
2022
Q2 		$3.44M Buy
176,590
+3,232
+2% +$69.1K 2.12% 10
2022
Q1 		$4.1M Sell
173,358
-29,070
-14% -$686K 2.27% 10
2021
Q4 		$5.18M Buy
202,428
+40,652
+25% +$1.05M 2.72% 9
2021
Q3 		$4.05M Buy
161,776
+4,104
+3% +$104K 2.3% 10
2021
Q2 		$4.11M Buy
157,672
+5,760
+4% +$147K 2.39% 10
2021
Q1 		$3.78M Sell
151,912
-41,188
-21% -$1.01M 2.39% 10
2020
Q4 		$4.3M Buy
+193,100
New +$3.84M 2.9% 10

Other funds holding SCHA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

Veery Capital's SCHA Position: Q3 2026 in Review

Veery Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.21% in Q3 2026, buying an estimated $650 and bringing the position to 9,177 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #76.

Veery Capital first reported a position in SCHA in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.12M in Q1 2024. 953 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Veery Capital held 9,177 shares of Schwab U.S Small- Cap ETF worth $299K as of Q3 2026.
  • Veery Capital bought 19 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $650.
  • Schwab U.S Small- Cap ETF made up 0.08% of Veery Capital's portfolio in Q3 2026, its #76 holding.
  • Veery Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Veery Capital's Schwab U.S Small- Cap ETF position peaked at $7.12M in Q1 2024.
  • 953 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.