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

Midwest Trust’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 		$11.8M Sell
326,389
-1,435
-0.4% -$47.4K 0.13% 146
2026
Q1 		$9.53M Sell
327,824
-1,462
-0.4% -$43.8K 0.12% 157
2025
Q4 		$9.38M Buy
329,286
+128
+0% +$3.62K 0.12% 159
2025
Q3 		$9.18M Sell
329,158
-255
-0.1% -$6.82K 0.12% 155
2025
Q2 		$8.33M Buy
+329,413
New +$7.79M 0.12% 163

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 Trust's SCHA Position: Q2 2026 in Review

Midwest Trust reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.44% in Q2 2026, selling an estimated $47.4K and leaving 326,389 shares worth $11.8M. The position accounts for 0.13% of the portfolio, ranked #146.

Midwest Trust first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Midwest Trust held 326,389 shares of Schwab U.S Small- Cap ETF worth $11.8M as of Q2 2026.
  • Midwest Trust sold 1,435 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $47.4K.
  • Schwab U.S Small- Cap ETF made up 0.13% of Midwest Trust's portfolio in Q2 2026, its #146 holding.
  • Midwest Trust first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.