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Michels Family Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Michels Family Financial’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 		$586K Buy
16,210
+43
+0.3% +$1.42K 0.38% 83
2026
Q1 		$470K Buy
16,167
+20
+0.1% +$600 0.34% 91
2025
Q4 		$460K Buy
16,147
+67
+0.4% +$1.89K 0.34% 93
2025
Q3 		$449K Buy
16,080
+48
+0.3% +$1.28K 0.35% 92
2025
Q2 		$406K Buy
16,032
+49
+0.3% +$1.16K 0.35% 91
2025
Q1 		$374K Buy
15,983
+35
+0.2% +$892 0.34% 96
2024
Q4 		$412K Buy
+15,948
New +$424K 0.38% 89

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
Advisory Alpha
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

Michels Family Financial's SCHA Position: Q2 2026 in Review

Michels Family Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.27% in Q2 2026, buying an estimated $1.42K and bringing the position to 16,210 shares worth $586K. The position accounts for 0.38% of the portfolio, ranked #83.

Michels Family Financial first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Michels Family Financial held 16,210 shares of Schwab U.S Small- Cap ETF worth $586K as of Q2 2026.
  • Michels Family Financial bought 43 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.42K.
  • Schwab U.S Small- Cap ETF made up 0.38% of Michels Family Financial's portfolio in Q2 2026, its #83 holding.
  • Michels Family Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.