Maloon Powers Pitre Higgins & Dennehy’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Maloon Powers Pitre Higgins & Dennehy’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	$367K	Buy	+10,171	New	+$336K	0.13%	103

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Maloon Powers Pitre Higgins & Dennehy's SCHA Position: Q2 2026 in Review

Maloon Powers Pitre Higgins & Dennehy opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 10,171 shares worth $367K. The stake represents 0.13% of the portfolio and ranks #103 among its holdings.

1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Maloon Powers Pitre Higgins & Dennehy held 10,171 shares of Schwab U.S Small- Cap ETF worth $367K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Maloon Powers Pitre Higgins & Dennehy position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.13% of Maloon Powers Pitre Higgins & Dennehy's portfolio in Q2 2026, its #103 holding.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Maloon Powers Pitre Higgins & Dennehy's 13F filing for Q2 2026, filed 14 Aug 2026.