MCRM
SCHA icon

Midway Capital Research & Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Midway Capital Research & Management’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 		$18.9K Hold
522
– – 0.02% 87
2026
Q1 		$15.2K Buy
+522
New +$15.6K 0.01% 90

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
AA
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

Midway Capital Research & Management's SCHA Position: Q2 2026 in Review

Midway Capital Research & Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 522 shares worth $18.9K. The position accounts for 0.02% of the portfolio, ranked #87.

Midway Capital Research & Management first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Midway Capital Research & Management held 522 shares of Schwab U.S Small- Cap ETF worth $18.9K as of Q2 2026.
  • Midway Capital Research & Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Midway Capital Research & Management's portfolio in Q2 2026, its #87 holding.
  • Midway Capital Research & Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.