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Midwest Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Midwest Capital Advisors’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 		$7.65K Buy
+212
New +$7.01K ﹤0.01% 178
2025
Q4 		– Sell
-210
Closed -$5.86K – 218
2025
Q3 		$5.86K Buy
+210
New +$5.62K ﹤0.01% 172

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

Midwest Capital Advisors's SCHA Position: Q2 2026 in Review

Midwest Capital Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 212 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Midwest Capital Advisors previously reported a position in SCHA as recently as Q3 2025.

Midwest Capital Advisors first reported a position in SCHA in Q3 2025 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Midwest Capital Advisors held 212 shares of Schwab U.S Small- Cap ETF worth $7.65K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Midwest Capital Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #178 holding.
  • Midwest Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.