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

Milestones Private 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
Q1 		– Sell
-15,491
Closed -$441K – 107
2025
Q4 		$441K Buy
15,491
+53
+0.3% +$1.5K 0.3% 79
2025
Q3 		$431K Buy
15,438
+705
+5% +$18.9K 0.29% 78
2025
Q2 		$373K Buy
+14,733
New +$348K 0.28% 80

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Advisory Alpha
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

Milestones Private Investment Advisors's SCHA Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 15,491 shares — an estimated $441K sold.

Milestones Private Investment Advisors first reported a position in SCHA in Q2 2025 and held it in 3 quarters. The position peaked at $441K in Q4 2025. 1,262 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 15,491 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $441K.
  • Milestones Private Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $441K in Q4 2025.
  • 1,262 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.