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

Mainsail 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
2026 Q2	$226K	Buy	+6,264	New	+$207K	0.08%	71

Other funds holding SCHA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $253M AUM

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Mainsail Financial Group's SCHA Position: Q2 2026 in Review

Mainsail Financial Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,264 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings.

650 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Mainsail Financial Group held 6,264 shares of Schwab U.S Small- Cap ETF worth $226K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Mainsail Financial Group position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.08% of Mainsail Financial Group's portfolio in Q2 2026, its #71 holding.
650 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.