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Miracle Mile Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Miracle Mile 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 		$600K Buy
20,616
+3,460
+20% +$104K 0.01% 540
2025
Q4 		$489K Buy
17,156
+7,989
+87% +$226K 0.01% 573
2025
Q3 		$256K Buy
9,167
+425
+5% +$11.4K ﹤0.01% 718
2025
Q2 		$221K Sell
8,742
-888
-9% -$21K ﹤0.01% 665
2025
Q1 		$226K Buy
+9,630
New +$245K ﹤0.01% 584
2024
Q4 		– Sell
-12,796
Closed -$330K – 663
2024
Q3 		$330K Sell
12,796
-1,948
-13% -$48.4K 0.01% 412
2024
Q2 		$350K Sell
14,744
-190
-1% -$4.5K 0.01% 382
2024
Q1 		$368K Sell
14,934
-1,008
-6% -$23.6K 0.01% 380
2023
Q4 		$377K Sell
15,942
-650
-4% -$13.7K 0.01% 367
2023
Q3 		$344K Sell
16,592
-5,512
-25% -$121K 0.01% 384
2023
Q2 		$484K Sell
22,104
-8,964
-29% -$187K 0.01% 354
2023
Q1 		$651K Sell
31,068
-224
-0.7% -$4.81K 0.02% 326
2022
Q4 		$634K Buy
31,292
+722
+2% +$14.8K 0.02% 323
2022
Q3 		$578K Buy
30,570
+106
+0.3% +$2.22K 0.03% 274
2022
Q2 		$594K Buy
30,464
+5,288
+21% +$113K 0.03% 272
2022
Q1 		$596K Sell
25,176
-780
-3% -$18.4K 0.03% 293
2021
Q4 		$664K Buy
25,956
+84
+0.3% +$2.17K 0.03% 273
2021
Q3 		$647K Buy
25,872
+396
+2% +$10.1K 0.03% 257
2021
Q2 		$663K Sell
25,476
-1,732
-6% -$44.3K 0.04% 232
2021
Q1 		$678K Sell
27,208
-1,836
-6% -$45.2K 0.04% 232
2020
Q4 		$646K Sell
29,044
-2,936
-9% -$58.5K 0.04% 237
2020
Q3 		$546K Buy
+31,980
New +$551K 0.04% 238

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Miracle Mile Advisors's SCHA Position: Q1 2026 in Review

Miracle Mile Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 20% in Q1 2026, buying an estimated $104K and bringing the position to 20,616 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #540.

Miracle Mile Advisors first reported a position in SCHA in Q3 2020 and has held it in 22 quarters since. The position peaked at $678K in Q1 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Miracle Mile Advisors held 20,616 shares of Schwab U.S Small- Cap ETF worth $600K as of Q1 2026.
  • Miracle Mile Advisors bought 3,460 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $104K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Miracle Mile Advisors's portfolio in Q1 2026, its #540 holding.
  • Miracle Mile Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 22 quarters since.
  • Miracle Mile Advisors's Schwab U.S Small- Cap ETF position peaked at $678K in Q1 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Miracle Mile Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.