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

Mission Creek 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 Q1	$822K	Buy	41,388 +25,883	+167%	+$776K	0.16%	118
2025 Q4	$68.3K	Hold	15,505	–	–	0.01%	208
2025 Q3	$67.2K	Hold	15,505	–	–	0.01%	203
2025 Q2	$62.2K	Hold	15,505	–	–	0.01%	199
2025 Q1	$58.6K	Sell	15,505 -2,000	-11%	-$51K	0.01%	195
2024 Q4	$115K	Buy	+17,505	New	+$466K	0.03%	229

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

Mission Creek Capital Partners's SCHA Position: Q1 2026 in Review

Mission Creek Capital Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 167% in Q1 2026, buying an estimated $776K and bringing the position to 41,388 shares worth $822K. The position accounts for 0.16% of the portfolio, ranked #118.

Mission Creek Capital Partners first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,254 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Mission Creek Capital Partners held 41,388 shares of Schwab U.S Small- Cap ETF worth $822K as of Q1 2026.
Mission Creek Capital Partners bought 25,883 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $776K.
Schwab U.S Small- Cap ETF made up 0.16% of Mission Creek Capital Partners's portfolio in Q1 2026, its #118 holding.
Mission Creek Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,254 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.