MGO One Seven’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MGO One Seven’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	$339K	Buy	11,643 +385	+3%	+$11.5K	0.01%	1076
2025 Q4	$321K	Buy	+11,258	New	+$318K	0.01%	1082
2025 Q2	–	Sell	-22,134	Closed	-$519K	–	1257
2025 Q1	$519K	Buy	22,134 +1,727	+8%	+$44K	0.02%	618
2024 Q4	$528K	Sell	20,407 -731	-3%	-$19.4K	0.02%	609
2024 Q3	$544K	Sell	21,138 -840	-4%	-$20.9K	0.02%	557
2024 Q2	$521K	Buy	21,978 +4,356	+25%	+$103K	0.02%	540
2024 Q1	$434K	Sell	17,622 -15,262	-46%	-$358K	0.02%	579
2023 Q4	$777K	Buy	+32,884	New	+$693K	0.04%	382
2018 Q1	–	Sell	-32	Closed	-$1K	–	1882
2017 Q4	$1K	Buy	+32	New	+$548	﹤0.01%	1683

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

MGO One Seven's SCHA Position: Q1 2026 in Review

MGO One Seven increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.4% in Q1 2026, buying an estimated $11.5K and bringing the position to 11,643 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #1076.

MGO One Seven first reported a position in SCHA in Q4 2017 and has held it in 9 quarters since. The position peaked at $777K in Q4 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

MGO One Seven held 11,643 shares of Schwab U.S Small- Cap ETF worth $339K as of Q1 2026.
MGO One Seven bought 385 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $11.5K.
Schwab U.S Small- Cap ETF made up 0.01% of MGO One Seven's portfolio in Q1 2026, its #1076 holding.
MGO One Seven first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 9 quarters since.
MGO One Seven's Schwab U.S Small- Cap ETF position peaked at $777K in Q4 2023.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.