MGWM
SCHA icon

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

Marks Group 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
2025
Q2 		– Sell
-51,720
Closed -$1.21M – 311
2025
Q1 		$1.21M Buy
+51,720
New +$1.32M 0.12% 169

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Marks Group Wealth Management's SCHA Position: Q2 2025 in Review

Marks Group Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 51,720 shares — an estimated $1.21M sold.

Marks Group Wealth Management first reported a position in SCHA in Q1 2025 and held it in 1 quarter. The position peaked at $1.21M in Q1 2025. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Marks Group Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 51,720 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $1.21M.
  • Marks Group Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.21M in Q1 2025.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.