BOLTON SECURITIES CORPORATION’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

BOLTON SECURITIES CORPORATION’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	$790K	Buy	24,203 +3,422	+16%	+$117K	0.03%	474
2026 Q2	$751K	Buy	20,781 +19,688	+1,801%	+$651K	0.03%	494
2026 Q1	$31.8K	Buy	1,093 +335	+44%	+$10K	﹤0.01%	1336
2025 Q4	$21.6K	Sell	758 -125	-14%	-$3.53K	﹤0.01%	1415
2025 Q3	$24.6K	Hold	883	–	–	﹤0.01%	1337
2025 Q2	$22.3K	Hold	883	–	–	﹤0.01%	1309
2025 Q1	$20.7K	Buy	+883	New	+$22.5K	﹤0.01%	1273

Other funds holding SCHA

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCHA Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q3 2026, buying an estimated $117K and bringing the position to 24,203 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #474.

BOLTON SECURITIES CORPORATION first reported a position in SCHA in Q1 2025 and has held it in 7 quarters since. 1,162 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

BOLTON SECURITIES CORPORATION held 24,203 shares of Schwab U.S Small- Cap ETF worth $790K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 3,422 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $117K.
Schwab U.S Small- Cap ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #474 holding.
BOLTON SECURITIES CORPORATION first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 7 quarters since.
1,162 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.