Venture Visionary Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Venture Visionary Partners’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	$2.14M	Sell	65,500 -82	-0.1%	-$2.81K	0.06%	242
2026 Q2	$2.37M	Sell	65,582 -6,869	-9%	-$227K	0.07%	226
2026 Q1	$2.11M	Sell	72,451 -65	-0.1%	-$1.95K	0.07%	217
2025 Q4	$2.07M	Buy	72,516 +1,117	+2%	+$31.5K	0.07%	219
2025 Q3	$1.99M	Sell	71,399 -111	-0.2%	-$2.97K	0.07%	213
2025 Q2	$1.81M	Buy	71,510 +694	+1%	+$16.4K	0.07%	212
2025 Q1	$1.66M	Buy	70,816 +1,383	+2%	+$35.3K	0.07%	216
2024 Q4	$1.8M	Sell	69,433 -161	-0.2%	-$4.28K	0.08%	199
2024 Q3	$1.79M	Sell	69,594 -680	-1%	-$16.9K	0.08%	204
2024 Q2	$1.67M	Sell	70,274 -12	-0%	-$284	0.08%	216
2024 Q1	$1.73M	Sell	70,286 -124	-0.2%	-$2.9K	0.08%	205
2023 Q4	$1.66M	Buy	70,410 +51,756	+277%	+$1.09M	0.09%	199
2023 Q3	$387K	Sell	18,654 -348	-2%	-$7.64K	0.02%	375
2023 Q2	$416K	Sell	19,002 -88	-0.5%	-$1.83K	0.02%	372
2023 Q1	$400K	Sell	19,090 -248	-1%	-$5.33K	0.03%	365
2022 Q4	$392K	Buy	19,338 +72	+0.4%	+$1.48K	0.03%	353
2022 Q3	$364K	Buy	19,266 +50	+0.3%	+$1.05K	0.03%	344
2022 Q2	$375K	Sell	19,216 -92	-0.5%	-$1.97K	0.03%	342
2022 Q1	$457K	Sell	19,308 -488	-2%	-$11.5K	0.03%	336
2021 Q4	$506K	Buy	19,796 +68	+0.3%	+$1.76K	0.03%	327
2021 Q3	$493K	Sell	19,728 -440	-2%	-$11.2K	0.04%	327
2021 Q2	$525K	Sell	20,168 -1,776	-8%	-$45.4K	0.04%	302
2021 Q1	$546K	Sell	21,944 -3,524	-14%	-$86.7K	0.05%	287
2020 Q4	$566K	Buy	+25,468	New	+$507K	0.06%	218

Other funds holding SCHA

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Venture Visionary Partners's SCHA Position: Q3 2026 in Review

Venture Visionary Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.13% in Q3 2026, selling an estimated $2.81K and leaving 65,500 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #242.

Venture Visionary Partners first reported a position in SCHA in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.37M in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Venture Visionary Partners held 65,500 shares of Schwab U.S Small- Cap ETF worth $2.14M as of Q3 2026.
Venture Visionary Partners sold 82 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $2.81K.
Schwab U.S Small- Cap ETF made up 0.06% of Venture Visionary Partners's portfolio in Q3 2026, its #242 holding.
Venture Visionary Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 24 quarters since.
Venture Visionary Partners's Schwab U.S Small- Cap ETF position peaked at $2.37M in Q2 2026.
82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.