Mid-American Wealth Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mid-American Wealth Advisory Group’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	$3.2M	Buy	88,434 +7,696	+10%	+$254K	1.16%	20
2026 Q1	$2.3M	Hold	80,738	–	–	0.97%	25
2025 Q4	$2.3M	Buy	80,738 +9,634	+14%	+$272K	0.97%	25
2025 Q3	$1.98M	Buy	+71,104	New	+$1.9M	0.89%	23

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mid-American Wealth Advisory Group's SCHA Position: Q2 2026 in Review

Mid-American Wealth Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9.5% in Q2 2026, buying an estimated $254K and bringing the position to 88,434 shares worth $3.2M. The position accounts for 1.16% of the portfolio, ranked #20.

Mid-American Wealth Advisory Group first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Mid-American Wealth Advisory Group held 88,434 shares of Schwab U.S Small- Cap ETF worth $3.2M as of Q2 2026.
Mid-American Wealth Advisory Group bought 7,696 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $254K.
Schwab U.S Small- Cap ETF made up 1.16% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #20 holding.
Mid-American Wealth Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
510 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.