Whitaker-Myers Wealth Managers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Whitaker-Myers Wealth Managers’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	$845K	Buy	25,895 +122	+0.5%	+$4.17K	0.14%	74
2026 Q2	$931K	Sell	25,773 -98	-0.4%	-$3.24K	0.16%	77
2026 Q1	$752K	Sell	25,871 -256	-1%	-$7.67K	0.15%	74
2025 Q4	$744K	Sell	26,127 -2,909	-10%	-$82.1K	0.16%	76
2025 Q3	$810K	Sell	29,036 -6,032	-17%	-$161K	0.18%	74
2025 Q2	$887K	Sell	35,068 -4,147	-11%	-$98K	0.22%	45
2025 Q1	$919K	Sell	39,215 -1,145	-3%	-$29.2K	0.26%	45
2024 Q4	$1.04M	Sell	40,360 -3,262	-7%	-$86.8K	0.3%	39
2024 Q3	$1.12M	Sell	43,622 -3,522	-7%	-$87.4K	0.37%	40
2024 Q2	$1.12M	Sell	47,144 -6,582	-12%	-$156K	0.41%	36
2024 Q1	$1.32M	Sell	53,726 -4,342	-7%	-$102K	0.56%	31
2023 Q4	$1.37M	Sell	58,068 -16,678	-22%	-$352K	0.68%	26
2023 Q3	$1.55M	Sell	74,746 -17,448	-19%	-$383K	0.96%	18
2023 Q2	$2.02M	Sell	92,194 -13,794	-13%	-$288K	1.35%	16
2023 Q1	$2.22M	Sell	105,988 -26,314	-20%	-$566K	1.72%	15
2022 Q4	$2.68M	Buy	+132,302	New	+$2.71M	2.57%	9

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

Whitaker-Myers Wealth Managers's SCHA Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.47% in Q3 2026, buying an estimated $4.17K and bringing the position to 25,895 shares worth $845K. The position accounts for 0.14% of the portfolio, ranked #74.

Whitaker-Myers Wealth Managers first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.68M in Q4 2022. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Whitaker-Myers Wealth Managers held 25,895 shares of Schwab U.S Small- Cap ETF worth $845K as of Q3 2026.
Whitaker-Myers Wealth Managers bought 122 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $4.17K.
Schwab U.S Small- Cap ETF made up 0.14% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #74 holding.
Whitaker-Myers Wealth Managers first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
Whitaker-Myers Wealth Managers's Schwab U.S Small- Cap ETF position peaked at $2.68M in Q4 2022.
82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.