Milestone Asset Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Milestone Asset Management Group’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	$1.4M	Sell	48,084 -251	-0.5%	-$7.52K	0.82%	34
2025 Q4	$1.38M	Sell	48,335 -1,420	-3%	-$40.1K	0.78%	37
2025 Q3	$1.39M	Buy	49,755 +728	+1%	+$19.5K	0.87%	35
2025 Q2	$1.24M	Buy	49,027 +111	+0.2%	+$2.62K	0.92%	35
2025 Q1	$1.15M	Buy	48,916 +2,547	+5%	+$64.9K	1.04%	34
2024 Q4	$1.2M	Buy	+46,369	New	+$1.23M	1.07%	32

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Milestone Asset Management Group's SCHA Position: Q1 2026 in Review

Milestone Asset Management Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.52% in Q1 2026, selling an estimated $7.52K and leaving 48,084 shares worth $1.4M. The position accounts for 0.82% of the portfolio, ranked #34.

Milestone Asset Management Group first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Milestone Asset Management Group held 48,084 shares of Schwab U.S Small- Cap ETF worth $1.4M as of Q1 2026.
Milestone Asset Management Group sold 251 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $7.52K.
Schwab U.S Small- Cap ETF made up 0.82% of Milestone Asset Management Group's portfolio in Q1 2026, its #34 holding.
Milestone Asset Management Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.