Mill Creek Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mill Creek Capital 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	$1.09M	Hold	37,403	–	–	0.02%	117
2025 Q4	$1.07M	Sell	37,403 -11,165	-23%	-$315K	0.02%	121
2025 Q3	$1.36M	Hold	48,568	–	–	0.03%	109
2025 Q2	$1.23M	Buy	48,568 +26,646	+122%	+$630K	0.03%	111
2025 Q1	$514K	Hold	21,922	–	–	0.01%	154
2024 Q4	$567K	Hold	21,922	–	–	0.01%	154
2024 Q3	$564K	Hold	21,922	–	–	0.01%	155
2024 Q2	$520K	Buy	21,922 +8,950	+69%	+$212K	0.01%	161
2024 Q1	$319K	Sell	12,972 -316	-2%	-$7.4K	0.01%	185
2023 Q4	$314K	Buy	+13,288	New	+$280K	0.01%	187
2023 Q1	–	Sell	-24,904	Closed	-$504K	–	255
2022 Q4	$504K	Buy	+24,904	New	+$510K	0.02%	138

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Mill Creek Capital Advisors's SCHA Position: Q1 2026 in Review

Mill Creek Capital Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 37,403 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #117.

Mill Creek Capital Advisors first reported a position in SCHA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2025. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Mill Creek Capital Advisors held 37,403 shares of Schwab U.S Small- Cap ETF worth $1.09M as of Q1 2026.
Mill Creek Capital Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.02% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #117 holding.
Mill Creek Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 11 quarters since.
Mill Creek Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $1.36M in Q3 2025.
1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.