MilWealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MilWealth 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	$1.43M	Hold	49,198	–	–	0.34%	16
2025 Q4	$1.4M	Hold	49,198	–	–	0.33%	16
2025 Q3	$1.37M	Hold	49,198	–	–	0.33%	16
2025 Q2	$1.24M	Buy	49,198 +5,673	+13%	+$134K	0.32%	16
2025 Q1	$1.02M	Hold	43,525	–	–	0.28%	16
2024 Q4	$1.13M	Sell	43,525 -1	-0%	-$27	0.31%	16
2024 Q3	$1.12M	Hold	43,526	–	–	0.33%	16
2024 Q2	$1.03M	Hold	43,526	–	–	0.33%	16
2024 Q1	$1.07M	Hold	43,526	–	–	0.34%	16
2023 Q4	$1.03M	Sell	43,526 -1,890	-4%	-$39.8K	0.34%	16
2023 Q3	$941K	Hold	45,416	–	–	0.37%	14
2023 Q2	$995K	Hold	45,416	–	–	0.38%	14
2023 Q1	$952K	Hold	45,416	–	–	0.38%	14
2022 Q4	$920K	Hold	45,416	–	–	0.38%	14
2022 Q3	$858K	Sell	45,416 -40,408	-47%	-$845K	0.37%	15
2022 Q2	$1.67M	Buy	85,824 +42,298	+97%	+$904K	0.72%	16
2022 Q1	$1.03M	Sell	43,526 -2	-0%	-$47	0.39%	16
2021 Q4	$1.11M	Hold	43,528	–	–	0.41%	16
2021 Q3	$1.09M	Hold	43,528	–	–	0.42%	15
2021 Q2	$1.13M	Hold	43,528	–	–	0.49%	14
2021 Q1	$1.08M	Hold	43,528	–	–	0.52%	13
2020 Q4	$968K	Sell	43,528 -1,988	-4%	-$39.6K	0.48%	13
2020 Q3	$777K	Buy	45,516 +36	+0.1%	+$620	0.43%	13
2020 Q2	$743K	Sell	45,480 -87,572	-66%	-$1.31M	0.44%	13
2020 Q1	$1.71M	Buy	+133,052	New	+$2.26M	1.33%	11

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

MilWealth Group's SCHA Position: Q1 2026 in Review

MilWealth Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 49,198 shares worth $1.43M. The position accounts for 0.34% of the portfolio, ranked #16.

MilWealth Group first reported a position in SCHA in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.71M in Q1 2020. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

MilWealth Group held 49,198 shares of Schwab U.S Small- Cap ETF worth $1.43M as of Q1 2026.
MilWealth Group left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.34% of MilWealth Group's portfolio in Q1 2026, its #16 holding.
MilWealth Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 25 quarters since.
MilWealth Group's Schwab U.S Small- Cap ETF position peaked at $1.71M in Q1 2020.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.