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MJP Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MJP Associates’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 		$488K Sell
16,798
-1,515
-8% -$45.4K 0.06% 108
2025
Q4 		$522K Sell
18,313
-53
-0.3% -$1.5K 0.07% 126
2025
Q3 		$512K Buy
18,366
+32
+0.2% +$856 0.07% 131
2025
Q2 		$464K Buy
18,334
+1,297
+8% +$30.7K 0.07% 129
2025
Q1 		$399K Sell
17,037
-106
-0.6% -$2.7K 0.07% 139
2024
Q4 		$443K Buy
17,143
+329
+2% +$8.75K 0.08% 124
2024
Q3 		$433K Buy
16,814
+114
+0.7% +$2.83K 0.08% 126
2024
Q2 		$396K Hold
16,700
– – 0.08% 138
2024
Q1 		$411K Sell
16,700
-12
-0.1% -$281 0.09% 127
2023
Q4 		$395K Buy
16,712
+572
+4% +$12.1K 0.11% 97
2023
Q3 		$334K Buy
16,140
+60
+0.4% +$1.32K 0.1% 92
2023
Q2 		$352K Hold
16,080
– – 0.12% 87
2023
Q1 		$337K Hold
16,080
– – 0.1% 88
2022
Q4 		$326K Buy
16,080
+40
+0.2% +$820 0.09% 93
2022
Q3 		$303K Buy
16,040
+28
+0.2% +$586 0.09% 91
2022
Q2 		$312K Hold
16,012
– – 0.09% 94
2022
Q1 		$379K Hold
16,012
– – 0.1% 92
2021
Q4 		$414K Hold
16,012
– – 0.12% 88
2021
Q3 		$401K Sell
16,012
-40
-0.2% -$1.02K 0.14% 84
2021
Q2 		$418K Buy
16,052
+40
+0.2% +$1.02K 0.14% 84
2021
Q1 		$399K Sell
16,012
-32
-0.2% -$787 0.16% 78
2020
Q4 		$357K Buy
+16,044
New +$319K 0.15% 81

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

MJP Associates's SCHA Position: Q1 2026 in Review

MJP Associates reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8.3% in Q1 2026, selling an estimated $45.4K and leaving 16,798 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #108.

MJP Associates first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. The position peaked at $522K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • MJP Associates held 16,798 shares of Schwab U.S Small- Cap ETF worth $488K as of Q1 2026.
  • MJP Associates sold 1,515 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $45.4K.
  • Schwab U.S Small- Cap ETF made up 0.06% of MJP Associates's portfolio in Q1 2026, its #108 holding.
  • MJP Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • MJP Associates's Schwab U.S Small- Cap ETF position peaked at $522K in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.