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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
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 $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

MONECO Advisors's SCHA Position: Q1 2026 in Review

MONECO Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 22% in Q1 2026, selling an estimated $111K and leaving 13,064 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #363.

MONECO Advisors first reported a position in SCHA in Q1 2021 and has held it in 15 quarters since. The position peaked at $667K in Q4 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • MONECO Advisors held 13,064 shares of Schwab U.S Small- Cap ETF worth $380K as of Q1 2026.
  • MONECO Advisors sold 3,704 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $111K.
  • Schwab U.S Small- Cap ETF made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #363 holding.
  • MONECO Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 15 quarters since.
  • MONECO Advisors's Schwab U.S Small- Cap ETF position peaked at $667K in Q4 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.