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 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

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

Mirador Capital Partners's SCHA Position: Q2 2026 in Review

Mirador Capital Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.3% in Q2 2026, selling an estimated $1.55K and leaving 15,715 shares worth $568K. The position accounts for 0.07% of the portfolio, ranked #148.

Mirador Capital Partners first reported a position in SCHA in Q1 2021 and has held it in 13 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Mirador Capital Partners held 15,715 shares of Schwab U.S Small- Cap ETF worth $568K as of Q2 2026.
Mirador Capital Partners sold 47 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.55K.
Schwab U.S Small- Cap ETF made up 0.07% of Mirador Capital Partners's portfolio in Q2 2026, its #148 holding.
Mirador Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 13 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.