Milestone Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Milestone Investment 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	$1.94M	Sell	53,784 -588	-1%	-$19.4K	0.42%	45
2026 Q1	$1.58M	Sell	54,372 -327	-0.6%	-$9.8K	0.38%	46
2025 Q4	$1.56M	Sell	54,699 -1,073	-2%	-$30.3K	0.38%	45
2025 Q3	$1.56M	Hold	55,772	–	–	0.39%	45
2025 Q2	$1.41M	Sell	55,772 -8,510	-13%	-$201K	0.37%	46
2025 Q1	$1.51M	Sell	64,282 -377	-0.6%	-$9.61K	0.42%	45
2024 Q4	$1.67M	Buy	64,659 +5,759	+10%	+$153K	0.45%	43
2024 Q3	$1.52M	Hold	58,900	–	–	0.42%	41
2024 Q2	$1.4M	Sell	58,900 -100	-0.2%	-$2.37K	0.37%	42
2024 Q1	$1.45M	Sell	59,000 -140	-0.2%	-$3.28K	0.39%	42
2023 Q4	$1.4M	Buy	59,140 +940	+2%	+$19.8K	0.41%	40
2023 Q3	$1.21M	Hold	58,200	–	–	0.34%	42
2023 Q2	$1.27M	Hold	58,200	–	–	0.39%	38
2023 Q1	$1.22M	Buy	58,200 +1,602	+3%	+$34.4K	0.38%	39
2022 Q4	$1.15M	Buy	+56,598	New	+$1.16M	0.4%	38

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Milestone Investment Advisors's SCHA Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q2 2026, selling an estimated $19.4K and leaving 53,784 shares worth $1.94M. The position accounts for 0.42% of the portfolio, ranked #45.

Milestone Investment Advisors first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Milestone Investment Advisors held 53,784 shares of Schwab U.S Small- Cap ETF worth $1.94M as of Q2 2026.
Milestone Investment Advisors sold 588 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $19.4K.
Schwab U.S Small- Cap ETF made up 0.42% of Milestone Investment Advisors's portfolio in Q2 2026, its #45 holding.
Milestone Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.