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 Q2	$1.7M	Sell	47,123 -2,075	-4%	-$68.6K	0.36%	16
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 $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

MilWealth Group's SCHA Position: Q2 2026 in Review

MilWealth Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.2% in Q2 2026, selling an estimated $68.6K and leaving 47,123 shares worth $1.7M. The position accounts for 0.36% of the portfolio, ranked #16.

MilWealth Group first reported a position in SCHA in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.71M in Q1 2020. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

MilWealth Group held 47,123 shares of Schwab U.S Small- Cap ETF worth $1.7M as of Q2 2026.
MilWealth Group sold 2,075 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $68.6K.
Schwab U.S Small- Cap ETF made up 0.36% of MilWealth Group's portfolio in Q2 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 26 quarters since.
MilWealth Group's Schwab U.S Small- Cap ETF position peaked at $1.71M in Q1 2020.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.