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Midwest Financial Partners Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Midwest Financial Partners Investments’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 		$241K Buy
+6,658
New +$220K 0.1% 76

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Midwest Financial Partners Investments's SCHA Position: Q2 2026 in Review

Midwest Financial Partners Investments opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,658 shares worth $241K. The stake represents 0.1% of the portfolio and ranks #76 among its holdings.

1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Midwest Financial Partners Investments held 6,658 shares of Schwab U.S Small- Cap ETF worth $241K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Midwest Financial Partners Investments position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.1% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #76 holding.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.