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

Wedmont Private 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 		$2.59M Buy
79,393
+16,682
+27% +$571K 0.06% 174
2026
Q2 		$2.19M Buy
62,711
+6,940
+12% +$229K 0.06% 173
2026
Q1 		$1.71M Buy
55,771
+5,180
+10% +$155K 0.06% 196
2025
Q4 		$1.5M Sell
50,591
-4,198
-8% -$119K 0.05% 206
2025
Q3 		$1.53M Buy
54,789
+12,473
+29% +$334K 0.06% 202
2025
Q2 		$1.11M Buy
42,316
+3,857
+10% +$91.2K 0.05% 243
2025
Q1 		$831K Buy
38,459
+13,700
+55% +$349K 0.04% 257
2024
Q4 		$630K Sell
24,759
-1
-0% -$27 0.03% 309
2024
Q3 		$628K Hold
24,760
– – 0.04% 305
2024
Q2 		$612K Buy
+24,760
New +$587K 0.04% 296

Other funds holding SCHA

CA
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
AC
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

Wedmont Private Capital's SCHA Position: Q3 2026 in Review

Wedmont Private Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 27% in Q3 2026, buying an estimated $571K and bringing the position to 79,393 shares worth $2.59M. The position accounts for 0.06% of the portfolio, ranked #174.

Wedmont Private Capital first reported a position in SCHA in Q2 2024 and has held it in 10 quarters since. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Wedmont Private Capital held 79,393 shares of Schwab U.S Small- Cap ETF worth $2.59M as of Q3 2026.
  • Wedmont Private Capital bought 16,682 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $571K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Wedmont Private Capital's portfolio in Q3 2026, its #174 holding.
  • Wedmont Private Capital first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.