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

MBE 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
2026 Q2	$356K	Buy	9,848 +690	+8%	+$22.8K	0.13%	109
2026 Q1	$266K	Hold	9,158	–	–	0.11%	118
2025 Q4	$261K	Sell	9,158 -16	-0.2%	-$452	0.11%	114
2025 Q3	$256K	Hold	9,174	–	–	0.11%	114
2025 Q2	$232K	Hold	9,174	–	–	0.1%	119
2025 Q1	$215K	Buy	9,174 +124	+1%	+$3.16K	0.1%	114
2024 Q4	$234K	Buy	9,050 +2	+0%	+$53	0.13%	86
2024 Q3	$233K	Buy	+9,048	New	+$225K	0.13%	88
2020 Q2	–	Sell	-2,020	Closed	-$26K	–	413
2020 Q1	$26K	Buy	+2,020	New	+$34.3K	0.02%	184

Other funds holding SCHA

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

SCM

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

SIM

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

GAM

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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

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

RRWA

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

JIC

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

BWA

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

MBE Wealth Management's SCHA Position: Q2 2026 in Review

MBE Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 7.5% in Q2 2026, buying an estimated $22.8K and bringing the position to 9,848 shares worth $356K. The position accounts for 0.13% of the portfolio, ranked #109.

MBE Wealth Management first reported a position in SCHA in Q1 2020 and has held it in 9 quarters since. 670 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

MBE Wealth Management held 9,848 shares of Schwab U.S Small- Cap ETF worth $356K as of Q2 2026.
MBE Wealth Management bought 690 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $22.8K.
Schwab U.S Small- Cap ETF made up 0.13% of MBE Wealth Management's portfolio in Q2 2026, its #109 holding.
MBE Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 9 quarters since.
670 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.