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Magnolia Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Magnolia Wealth Management’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
Q2 		– Sell
-250
Closed -$7.27K – 157
2026
Q1 		$7.27K Buy
+250
New +$7.49K ﹤0.01% 155

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Magnolia Wealth Management's SCHA Position: Q2 2026 in Review

Magnolia Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 250 shares — an estimated $7.27K sold.

Magnolia Wealth Management first reported a position in SCHA in Q1 2026 and held it in 1 quarter. The position peaked at $7.27K in Q1 2026. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 250 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $7.27K.
  • Magnolia Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Schwab U.S Small- Cap ETF position peaked at $7.27K in Q1 2026.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.