Mission Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.18M | Buy |
226,499
+51,813
| +30% | +$1.71M | 0.1% | 127 |
|
|
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
AA
Mission Wealth Management's SCHA Position: Q2 2026 in Review
Mission Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 30% in Q2 2026, buying an estimated $1.71M and bringing the position to 226,499 shares worth $8.18M. The position accounts for 0.1% of the portfolio, ranked #127.
Mission Wealth Management first reported a position in SCHA in Q1 2018 and has held it in 34 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Mission Wealth Management held 226,499 shares of Schwab U.S Small- Cap ETF worth $8.18M as of Q2 2026.
- Mission Wealth Management bought 51,813 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.71M.
- Schwab U.S Small- Cap ETF made up 0.1% of Mission Wealth Management's portfolio in Q2 2026, its #127 holding.
- Mission Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 34 quarters since.
- 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.