Meeder Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Meeder Advisory Services’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	$8.36M	Sell	231,509 -25,216	-10%	-$833K	0.31%	52
2026 Q1	$7.47M	Buy	256,725 +8,204	+3%	+$246K	0.31%	47
2025 Q4	$7.08M	Buy	248,521 +16,603	+7%	+$469K	0.3%	47
2025 Q3	$6.47M	Buy	231,918 +18,499	+9%	+$495K	0.3%	43
2025 Q2	$5.4M	Sell	213,419 -1,320	-0.6%	-$31.2K	0.28%	50
2025 Q1	$5.03M	Buy	214,739 +18,785	+10%	+$479K	0.3%	47
2024 Q4	$5.07M	Buy	195,954 +11,986	+7%	+$319K	0.32%	45
2024 Q3	$4.74M	Buy	183,968 +11,964	+7%	+$297K	0.31%	46
2024 Q2	$4.08M	Buy	172,004 +57,554	+50%	+$1.36M	0.29%	53
2024 Q1	$2.82M	Buy	114,450 +2,266	+2%	+$53.1K	0.29%	59
2023 Q4	$2.65M	Sell	112,184 -2,098	-2%	-$44.2K	0.3%	56
2023 Q3	$2.37M	Sell	114,282 -19,296	-14%	-$423K	0.3%	53
2023 Q2	$2.93M	Buy	133,578 +30,226	+29%	+$630K	0.32%	49
2023 Q1	$2.17M	Buy	103,352 +37,904	+58%	+$815K	0.25%	71
2022 Q4	$1.33M	Buy	+65,448	New	+$1.34M	0.17%	105

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Meeder Advisory Services's SCHA Position: Q2 2026 in Review

Meeder Advisory Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.8% in Q2 2026, selling an estimated $833K and leaving 231,509 shares worth $8.36M. The position accounts for 0.31% of the portfolio, ranked #52.

Meeder Advisory Services first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Meeder Advisory Services held 231,509 shares of Schwab U.S Small- Cap ETF worth $8.36M as of Q2 2026.
Meeder Advisory Services sold 25,216 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $833K.
Schwab U.S Small- Cap ETF made up 0.31% of Meeder Advisory Services's portfolio in Q2 2026, its #52 holding.
Meeder Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.