MIA
SCHA icon

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

MeadowBrook Investment Advisors’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 		$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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

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.