MASECO Private Wealth
SCHA icon

MASECO Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MASECO Private Wealth’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
Q3 		$7.24K Hold
222
– – ﹤0.01% 294
2026
Q2 		$8.02K Hold
222
– – ﹤0.01% 258
2026
Q1 		$6.46K Hold
222
– – ﹤0.01% 276
2025
Q4 		$6.32K Buy
+222
New +$6.27K ﹤0.01% 411

Other funds holding SCHA

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Vantagepoint Investment Advisers
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Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

MASECO Private Wealth's SCHA Position: Q3 2026 in Review

MASECO Private Wealth held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 222 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

MASECO Private Wealth first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.02K in Q2 2026. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • MASECO Private Wealth held 222 shares of Schwab U.S Small- Cap ETF worth $7.24K as of Q3 2026.
  • MASECO Private Wealth left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q3 2026, its #294 holding.
  • MASECO Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Schwab U.S Small- Cap ETF position peaked at $8.02K in Q2 2026.
  • 663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.