MCP
SCHA icon

Mirador Capital Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mirador Capital Partners’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
Q3 		$503K Sell
15,405
-310
-2% -$10.6K 0.06% 158
2026
Q2 		$568K Sell
15,715
-47
-0.3% -$1.55K 0.07% 148
2026
Q1 		$458K Buy
15,762
+518
+3% +$15.5K 0.06% 149
2025
Q4 		$434K Buy
15,244
+1,009
+7% +$28.5K 0.06% 155
2025
Q3 		$397K Sell
14,235
-203
-1% -$5.43K 0.06% 160
2025
Q2 		$365K Sell
14,438
-80
-0.6% -$1.89K 0.06% 159
2025
Q1 		$340K Hold
14,518
– – 0.06% 158
2024
Q4 		$375K Sell
14,518
-1,516
-9% -$40.3K 0.07% 146
2024
Q3 		$413K Sell
16,034
-250
-2% -$6.21K 0.07% 137
2024
Q2 		$386K Sell
16,284
-360
-2% -$8.53K 0.07% 135
2024
Q1 		$410K Buy
16,644
+3,130
+23% +$73.3K 0.08% 136
2023
Q4 		$319K Buy
+13,514
New +$285K 0.07% 145
2022
Q1 		– Sell
-8,104
Closed -$207K – 215
2021
Q4 		$207K Buy
+8,104
New +$210K 0.04% 206
2021
Q2 		– Sell
-8,800
Closed -$219K – 205
2021
Q1 		$219K Buy
+8,800
New +$216K 0.06% 172

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Mirador Capital Partners's SCHA Position: Q3 2026 in Review

Mirador Capital Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2% in Q3 2026, selling an estimated $10.6K and leaving 15,405 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #158.

Mirador Capital Partners first reported a position in SCHA in Q1 2021 and has held it in 14 quarters since. The position peaked at $568K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Mirador Capital Partners held 15,405 shares of Schwab U.S Small- Cap ETF worth $503K as of Q3 2026.
  • Mirador Capital Partners sold 310 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $10.6K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Mirador Capital Partners's portfolio in Q3 2026, its #158 holding.
  • Mirador Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 14 quarters since.
  • Mirador Capital Partners's Schwab U.S Small- Cap ETF position peaked at $568K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.