MeadowBrook Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.17M Buy
87,801
+9,265
+12% +$306K 2.51% 9
2026
Q1
$2.28M Buy
78,536
+62,185
+380% +$1.86M 2.02% 10
2025
Q4
$466K Buy
16,351
+80
+0.5% +$2.26K 0.4% 58
2025
Q3
$454K Sell
16,271
-210
-1% -$5.62K 0.39% 60
2025
Q2
$417K Hold
16,481
0.37% 65
2025
Q1
$386K Buy
16,481
+17
+0.1% +$433 0.36% 62
2024
Q4
$426K Sell
16,464
-410
-2% -$10.9K 0.38% 61
2024
Q3
$435K Buy
16,874
+260
+2% +$6.46K 0.39% 61
2024
Q2
$394K Buy
16,614
+70
+0.4% +$1.66K 0.37% 61
2024
Q1
$407K Hold
16,544
0.38% 62
2023
Q4
$391K Buy
+16,544
New +$349K 0.37% 64

Other funds holding SCHA

MeadowBrook Investment Advisors's SCHA Position: Q2 2026 in Review

MeadowBrook Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q2 2026, buying an estimated $306K and bringing the position to 87,801 shares worth $3.17M. The position accounts for 2.51% of the portfolio, ranked #9.

MeadowBrook Investment Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • MeadowBrook Investment Advisors held 87,801 shares of Schwab U.S Small- Cap ETF worth $3.17M as of Q2 2026.
  • MeadowBrook Investment Advisors bought 9,265 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $306K.
  • Schwab U.S Small- Cap ETF made up 2.51% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • MeadowBrook Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.