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Midwestern Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Midwestern Financial’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
Q1 		$3.03M Buy
104,298
+20,585
+25% +$617K 2.39% 12
2025
Q4 		$2.38M Buy
83,713
+11,129
+15% +$314K 1.97% 17
2025
Q3 		$2.03M Buy
72,584
+28,067
+63% +$751K 1.74% 18
2025
Q2 		$1.13M Buy
+44,517
New +$1.05M 1.06% 29

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Midwestern Financial's SCHA Position: Q1 2026 in Review

Midwestern Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 25% in Q1 2026, buying an estimated $617K and bringing the position to 104,298 shares worth $3.03M. The position accounts for 2.39% of the portfolio, ranked #12.

Midwestern Financial first reported a position in SCHA in Q2 2025 and has held it in 4 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Midwestern Financial held 104,298 shares of Schwab U.S Small- Cap ETF worth $3.03M as of Q1 2026.
  • Midwestern Financial bought 20,585 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $617K.
  • Schwab U.S Small- Cap ETF made up 2.39% of Midwestern Financial's portfolio in Q1 2026, its #12 holding.
  • Midwestern Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.