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Mission Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mission Financial 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 		$218K Buy
+6,024
New +$199K 0.18% 141
2021
Q4 		$268K Buy
+37,704
New +$976K 0.25% 112

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Mission Financial Group's SCHA Position: Q2 2026 in Review

Mission Financial Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,024 shares worth $218K. The stake represents 0.18% of the portfolio and ranks #141 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in SCHA as recently as Q4 2021.

Mission Financial Group first reported a position in SCHA in Q4 2021 and has held it in 2 quarters since. The position peaked at $268K in Q4 2021. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Mission Financial Group held 6,024 shares of Schwab U.S Small- Cap ETF worth $218K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Mission Financial Group position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.18% of Mission Financial Group's portfolio in Q2 2026, its #141 holding.
  • Mission Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Mission Financial Group's Schwab U.S Small- Cap ETF position peaked at $268K in Q4 2021.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.