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

Medallion Wealth 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	$360K	Buy	12,396 +634	+5%	+$19K	0.12%	167
2025 Q4	$335K	Sell	11,762 -857	-7%	-$24.2K	0.11%	172
2025 Q3	$352K	Sell	12,619 -661	-5%	-$17.7K	0.13%	161
2025 Q2	$339K	Sell	13,280 -1,942	-13%	-$45.9K	0.13%	157
2025 Q1	$357K	Buy	15,222 +342	+2%	+$8.72K	0.16%	135
2024 Q4	$383K	Buy	+14,880	New	+$396K	0.19%	116

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Medallion Wealth Advisors's SCHA Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.4% in Q1 2026, buying an estimated $19K and bringing the position to 12,396 shares worth $360K. The position accounts for 0.12% of the portfolio, ranked #167.

Medallion Wealth Advisors first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $383K in Q4 2024. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Medallion Wealth Advisors held 12,396 shares of Schwab U.S Small- Cap ETF worth $360K as of Q1 2026.
Medallion Wealth Advisors bought 634 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $19K.
Schwab U.S Small- Cap ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #167 holding.
Medallion Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $383K in Q4 2024.
1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.