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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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

MASECO Private Wealth's SCHA Position: Q2 2026 in Review

MASECO Private Wealth held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 222 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

MASECO Private Wealth first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • MASECO Private Wealth held 222 shares of Schwab U.S Small- Cap ETF worth $8.02K as of Q2 2026.
  • MASECO Private Wealth left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #258 holding.
  • MASECO Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.