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Meridian Investment Counsel’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Meridian Investment Counsel’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
Q3 		$212K Buy
6,505
+4
+0.1% +$137 0.05% 221
2026
Q2 		$235K Buy
+6,501
New +$215K 0.05% 226

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Meridian Investment Counsel's SCHA Position: Q3 2026 in Review

Meridian Investment Counsel increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.06% in Q3 2026, buying an estimated $137 and bringing the position to 6,505 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #221.

Meridian Investment Counsel first reported a position in SCHA in Q2 2026 and has held it in 2 quarters since. The position peaked at $235K in Q2 2026. 268 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Meridian Investment Counsel held 6,505 shares of Schwab U.S Small- Cap ETF worth $212K as of Q3 2026.
  • Meridian Investment Counsel bought 4 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $137.
  • Schwab U.S Small- Cap ETF made up 0.05% of Meridian Investment Counsel's portfolio in Q3 2026, its #221 holding.
  • Meridian Investment Counsel first reported a position in Schwab U.S Small- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Meridian Investment Counsel's Schwab U.S Small- Cap ETF position peaked at $235K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Meridian Investment Counsel's 13F filing for Q3 2026, filed 14 Oct 2026.