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

MBL 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	$1.31M	Sell	36,300 -1,300	-3%	-$43K	0.09%	114
2026 Q1	$1.09M	Sell	37,600 -100	-0.3%	-$3K	0.08%	113
2025 Q4	$1.07M	Hold	37,700	–	–	0.09%	114
2025 Q3	$1.05M	Hold	37,700	–	–	0.09%	108
2025 Q2	$954K	Hold	37,700	–	–	0.09%	106
2025 Q1	$883K	Hold	37,700	–	–	0.09%	105
2024 Q4	$975K	Hold	37,700	–	–	0.1%	97
2024 Q3	$971K	Hold	37,700	–	–	0.1%	95
2024 Q2	$894K	Sell	37,700 -50	-0.1%	-$1.19K	0.1%	99
2024 Q1	$929K	Hold	37,750	–	–	0.11%	94
2023 Q4	$892K	Hold	37,750	–	–	0.11%	90
2023 Q3	$782K	Sell	37,750 -58	-0.2%	-$1.27K	0.11%	88
2023 Q2	$828K	Hold	37,808	–	–	0.12%	82
2023 Q1	$793K	Sell	37,808 -1,200	-3%	-$25.8K	0.12%	74
2022 Q4	$790K	Buy	39,008 +806	+2%	+$16.5K	0.15%	74
2022 Q3	$722K	Buy	+38,202	New	+$799K	0.16%	75

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MBL Wealth's SCHA Position: Q2 2026 in Review

MBL Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.5% in Q2 2026, selling an estimated $43K and leaving 36,300 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #114.

MBL Wealth first reported a position in SCHA in Q3 2022 and has held it in 16 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

MBL Wealth held 36,300 shares of Schwab U.S Small- Cap ETF worth $1.31M as of Q2 2026.
MBL Wealth sold 1,300 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $43K.
Schwab U.S Small- Cap ETF made up 0.09% of MBL Wealth's portfolio in Q2 2026, its #114 holding.
MBL Wealth first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and has held it in 16 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.