MS
SCHA icon

Monetary Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Monetary Solutions’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 		$7.68M Sell
212,603
-25,487
-11% -$842K 6.62% 5
2026
Q1 		$6.92M Sell
238,090
-4,498
-2% -$135K 6.69% 5
2025
Q4 		$6.91M Buy
+242,588
New +$6.85M 6.81% 5

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Monetary Solutions's SCHA Position: Q2 2026 in Review

Monetary Solutions reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, selling an estimated $842K and leaving 212,603 shares worth $7.68M. The position accounts for 6.62% of the portfolio, ranked #5.

Monetary Solutions first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,182 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Monetary Solutions held 212,603 shares of Schwab U.S Small- Cap ETF worth $7.68M as of Q2 2026.
  • Monetary Solutions sold 25,487 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $842K.
  • Schwab U.S Small- Cap ETF made up 6.62% of Monetary Solutions's portfolio in Q2 2026, its #5 holding.
  • Monetary Solutions first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.