MWM
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Mission Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mission Wealth Management’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 		$5.08M Sell
174,686
-2,188
-1% -$65.6K 0.1% 109
2025
Q4 		$5.04M Sell
176,874
-15,435
-8% -$436K 0.1% 113
2025
Q3 		$5.37M Buy
192,309
+148
+0.1% +$3.96K 0.11% 109
2025
Q2 		$4.86M Buy
192,161
+61,215
+47% +$1.45M 0.1% 119
2025
Q1 		$3.07M Sell
130,946
-8,664
-6% -$221K 0.08% 147
2024
Q4 		$3.61M Sell
139,610
-25,988
-16% -$691K 0.08% 119
2024
Q3 		$4.26M Buy
165,598
+11,958
+8% +$297K 0.1% 107
2024
Q2 		$3.65M Sell
153,640
-9,248
-6% -$219K 0.1% 119
2024
Q1 		$4.01M Buy
162,888
+10,422
+7% +$244K 0.11% 117
2023
Q4 		$3.6M Sell
152,466
-804
-0.5% -$16.9K 0.12% 99
2023
Q3 		$3.17M Sell
153,270
-1,262
-0.8% -$27.7K 0.12% 95
2023
Q2 		$3.38M Sell
154,532
-1,658
-1% -$34.6K 0.13% 87
2023
Q1 		$3.27M Sell
156,190
-14,018
-8% -$301K 0.14% 84
2022
Q4 		$3.45M Sell
170,208
-2,676
-2% -$54.8K 0.16% 80
2022
Q3 		$3.27M Sell
172,884
-7,984
-4% -$167K 0.17% 82
2022
Q2 		$3.53M Buy
180,868
+21,054
+13% +$450K 0.19% 74
2022
Q1 		$3.78M Sell
159,814
-1,618
-1% -$38.2K 0.17% 75
2021
Q4 		$4.13M Sell
161,432
-560
-0.3% -$14.5K 0.19% 66
2021
Q3 		$4.05M Sell
161,992
-2,356
-1% -$59.8K 0.21% 63
2021
Q2 		$4.28M Sell
164,348
-11,392
-6% -$291K 0.23% 56
2021
Q1 		$4.38M Sell
175,740
-8,972
-5% -$221K 0.25% 53
2020
Q4 		$4.11M Sell
184,712
-10,564
-5% -$210K 0.26% 52
2020
Q3 		$3.33M Sell
195,276
-7,540
-4% -$130K 0.25% 54
2020
Q2 		$3.31M Buy
202,816
+9,900
+5% +$148K 0.29% 49
2020
Q1 		$2.48M Buy
192,916
+80,132
+71% +$1.36M 0.27% 51
2019
Q4 		$2.13M Buy
112,784
+1,652
+1% +$29.9K 0.21% 66
2019
Q3 		$1.94M Buy
111,132
+9,792
+10% +$173K 0.21% 68
2019
Q2 		$1.81M Buy
101,340
+10,964
+12% +$194K 0.2% 64
2019
Q1 		$1.58M Buy
90,376
+5,888
+7% +$101K 0.18% 68
2018
Q4 		$1.28M Buy
84,488
+41,980
+99% +$709K 0.17% 72
2018
Q3 		$809K Buy
42,508
+4,204
+11% +$80.2K 0.11% 106
2018
Q2 		$704K Buy
38,304
+6,136
+19% +$111K 0.1% 109
2018
Q1 		$556K Buy
+32,168
New +$567K 0.09% 105

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

Mission Wealth Management's SCHA Position: Q1 2026 in Review

Mission Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2026, selling an estimated $65.6K and leaving 174,686 shares worth $5.08M. The position accounts for 0.1% of the portfolio, ranked #109.

Mission Wealth Management first reported a position in SCHA in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.37M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Mission Wealth Management held 174,686 shares of Schwab U.S Small- Cap ETF worth $5.08M as of Q1 2026.
  • Mission Wealth Management sold 2,188 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $65.6K.
  • Schwab U.S Small- Cap ETF made up 0.1% of Mission Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Mission Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • Mission Wealth Management's Schwab U.S Small- Cap ETF position peaked at $5.37M in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.