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MONECO Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MONECO Advisors’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 		$462K Sell
12,775
-289
-2% -$9.55K 0.03% 381
2026
Q1 		$380K Sell
13,064
-3,704
-22% -$111K 0.03% 363
2025
Q4 		$478K Sell
16,768
-891
-5% -$25.2K 0.04% 311
2025
Q3 		$493K Sell
17,659
-636
-3% -$17K 0.04% 306
2025
Q2 		$463K Buy
18,295
+155
+0.9% +$3.66K 0.04% 308
2025
Q1 		$425K Buy
18,140
+561
+3% +$14.3K 0.04% 310
2024
Q4 		$455K Buy
17,579
+2,193
+14% +$58.4K 0.05% 299
2024
Q3 		$396K Sell
15,386
-6,216
-29% -$154K 0.05% 293
2024
Q2 		$513K Sell
21,602
-3,708
-15% -$87.9K 0.08% 234
2024
Q1 		$623K Sell
25,310
-2,936
-10% -$68.8K 0.1% 213
2023
Q4 		$667K Buy
28,246
+2,652
+10% +$55.9K 0.13% 181
2023
Q3 		$530K Buy
25,594
+528
+2% +$11.6K 0.14% 165
2023
Q2 		$549K Buy
25,066
+1,588
+7% +$33.1K 0.15% 159
2023
Q1 		$492K Buy
+23,478
New +$505K 0.14% 165
2021
Q3 		– Sell
-9,316
Closed -$243K – 265
2021
Q2 		$243K Sell
9,316
-1,168
-11% -$29.9K 0.11% 185
2021
Q1 		$261K Buy
+10,484
New +$258K 0.13% 162

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

MONECO Advisors's SCHA Position: Q2 2026 in Review

MONECO Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q2 2026, selling an estimated $9.55K and leaving 12,775 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #381.

MONECO Advisors first reported a position in SCHA in Q1 2021 and has held it in 16 quarters since. The position peaked at $667K in Q4 2023. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • MONECO Advisors held 12,775 shares of Schwab U.S Small- Cap ETF worth $462K as of Q2 2026.
  • MONECO Advisors sold 289 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.55K.
  • Schwab U.S Small- Cap ETF made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #381 holding.
  • MONECO Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 16 quarters since.
  • MONECO Advisors's Schwab U.S Small- Cap ETF position peaked at $667K in Q4 2023.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.