Wealth Analytics Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wealth Analytics 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	$38.9K	Buy	+1,192	New	+$40.8K	0.01%	91

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

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

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

Wealth Analytics Partners's SCHA Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2026: 1,192 shares worth $38.9K. The stake represents 0.01% of the portfolio and ranks #91 among its holdings.

427 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Wealth Analytics Partners held 1,192 shares of Schwab U.S Small- Cap ETF worth $38.9K as of Q3 2026.
Schwab U.S Small- Cap ETF was a new Wealth Analytics Partners position in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #91 holding.
427 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.