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 Q3	$386K	Buy	11,817 +1,969	+20%	+$67.4K	0.14%	107
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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

MBE Wealth Management's SCHA Position: Q3 2026 in Review

MBE Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 20% in Q3 2026, buying an estimated $67.4K and bringing the position to 11,817 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #107.

MBE Wealth Management first reported a position in SCHA in Q1 2020 and has held it in 10 quarters since. 1,112 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

MBE Wealth Management held 11,817 shares of Schwab U.S Small- Cap ETF worth $386K as of Q3 2026.
MBE Wealth Management bought 1,969 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $67.4K.
Schwab U.S Small- Cap ETF made up 0.14% of MBE Wealth Management's portfolio in Q3 2026, its #107 holding.
MBE Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 10 quarters since.
1,112 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.