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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
Q2 		$413K Sell
11,724
-672
-5% -$22.2K 0.13% 148
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Medallion Wealth Advisors's SCHA Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.4% in Q2 2026, selling an estimated $22.2K and leaving 11,724 shares worth $413K. The position accounts for 0.13% of the portfolio, ranked #148.

Medallion Wealth Advisors first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Medallion Wealth Advisors held 11,724 shares of Schwab U.S Small- Cap ETF worth $413K as of Q2 2026.
  • Medallion Wealth Advisors sold 672 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $22.2K.
  • Schwab U.S Small- Cap ETF made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Medallion Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.