James T. Borello RIA
SCHA icon

James T. Borello RIA’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

James T. Borello RIA’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 		$48.7K Hold
1,494
– – 0.01% 250
2026
Q2 		$54K Hold
1,494
– – 0.01% 229
2026
Q1 		$43.4K Hold
1,494
– – 0.01% 239
2025
Q4 		$42.5K Hold
1,494
– – 0.01% 193
2025
Q3 		$41.7K Hold
1,494
– – 0.01% 174
2025
Q2 		$37.8K Buy
+1,494
New +$35.3K 0.01% 155

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

James T. Borello RIA's SCHA Position: Q3 2026 in Review

James T. Borello RIA held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 1,494 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #250.

James T. Borello RIA first reported a position in SCHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $54K in Q2 2026. 403 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • James T. Borello RIA held 1,494 shares of Schwab U.S Small- Cap ETF worth $48.7K as of Q3 2026.
  • James T. Borello RIA left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #250 holding.
  • James T. Borello RIA first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello RIA's Schwab U.S Small- Cap ETF position peaked at $54K in Q2 2026.
  • 403 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.