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Mach-1 Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mach-1 Financial Group’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
2025
Q4 		– Sell
-175,135
Closed -$4.89M – 416
2025
Q3 		$4.89M Buy
+175,135
New +$4.68M 0.78% 28
2023
Q2 		– Sell
-400
Closed -$8.39K – 312
2023
Q1 		$8.39K Buy
+400
New +$8.6K 0.05% 148
2022
Q4 		– Sell
-400
Closed -$7K – 391
2022
Q3 		$7K Hold
400
– – 0.01% 255
2022
Q2 		$7K Buy
+400
New +$8.55K ﹤0.01% 277

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Mach-1 Financial Group's SCHA Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 175,135 shares — an estimated $4.89M sold.

Mach-1 Financial Group first reported a position in SCHA in Q2 2022 and held it in 4 quarters. The position peaked at $4.89M in Q3 2025. 1,243 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 175,135 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $4.89M.
  • Mach-1 Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 4 quarters.
  • Mach-1 Financial Group's Schwab U.S Small- Cap ETF position peaked at $4.89M in Q3 2025.
  • 1,243 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.