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Meridian Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Meridian Wealth Partners’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 		$385K Buy
13,251
+1
+0% +$30 0.05% 77
2025
Q4 		$377K Sell
13,250
-3,854
-23% -$109K 0.05% 73
2025
Q3 		$477K Sell
17,104
-56
-0.3% -$1.5K 0.07% 63
2025
Q2 		$434K Buy
17,160
+598
+4% +$14.1K 0.06% 73
2025
Q1 		$388K Sell
16,562
-2,930
-15% -$74.7K 0.06% 73
2024
Q4 		$504K Sell
19,492
-162
-0.8% -$4.31K 0.08% 61
2024
Q3 		$506K Sell
19,654
-958
-5% -$23.8K 0.08% 61
2024
Q2 		$489K Sell
20,612
-1,280
-6% -$30.3K 0.09% 55
2024
Q1 		$539K Sell
21,892
-240
-1% -$5.62K 0.1% 52
2023
Q4 		$523K Buy
22,132
+1,172
+6% +$24.7K 0.1% 52
2023
Q3 		$434K Sell
20,960
-918
-4% -$20.1K 0.09% 54
2023
Q2 		$479K Buy
21,878
+344
+2% +$7.17K 0.1% 50
2023
Q1 		$451K Buy
21,534
+966
+5% +$20.8K 0.1% 49
2022
Q4 		$417K Buy
+20,568
New +$421K 0.1% 49
2022
Q2 		– Sell
-8,950
Closed -$212K – 88
2022
Q1 		$212K Buy
8,950
+234
+3% +$5.52K 0.04% 79
2021
Q4 		$223K Sell
8,716
-36
-0.4% -$931 0.04% 75
2021
Q3 		$219K Buy
8,752
+76
+0.9% +$1.93K 0.05% 72
2021
Q2 		$226K Buy
8,676
+132
+2% +$3.38K 0.05% 71
2021
Q1 		$213K Sell
8,544
-860
-9% -$21.2K 0.06% 71
2020
Q4 		$209K Sell
9,404
-364
-4% -$7.25K 0.09% 62
2020
Q3 		$167K Sell
9,768
-6,704
-41% -$115K 0.08% 64
2020
Q2 		$269K Sell
16,472
-19,604
-54% -$294K 0.14% 44
2020
Q1 		$465K Sell
36,076
-1,792
-5% -$30.5K 0.28% 31
2019
Q4 		$716K Buy
+37,868
New +$685K 0.45% 25

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

Meridian Wealth Partners's SCHA Position: Q1 2026 in Review

Meridian Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q1 2026, buying an estimated $30 and bringing the position to 13,251 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #77.

Meridian Wealth Partners first reported a position in SCHA in Q4 2019 and has held it in 24 quarters since. The position peaked at $716K in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Meridian Wealth Partners held 13,251 shares of Schwab U.S Small- Cap ETF worth $385K as of Q1 2026.
  • Meridian Wealth Partners bought 1 Schwab U.S Small- Cap ETF share in Q1 2026, an estimated $30.
  • Schwab U.S Small- Cap ETF made up 0.05% of Meridian Wealth Partners's portfolio in Q1 2026, its #77 holding.
  • Meridian Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • Meridian Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $716K in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.