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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MeadowBrook Investment Advisors's SCHA Position: Q1 2026 in Review

MeadowBrook Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 380% in Q1 2026, buying an estimated $1.86M and bringing the position to 78,536 shares worth $2.28M. The position accounts for 2.02% of the portfolio, ranked #10.

MeadowBrook Investment Advisors first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • MeadowBrook Investment Advisors held 78,536 shares of Schwab U.S Small- Cap ETF worth $2.28M as of Q1 2026.
  • MeadowBrook Investment Advisors bought 62,185 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.86M.
  • Schwab U.S Small- Cap ETF made up 2.02% of MeadowBrook Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • MeadowBrook Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.