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Moran Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Moran Wealth Management’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 		$945K Buy
26,169
+3,418
+15% +$113K 0.03% 395
2026
Q1 		$662K Buy
22,751
+1,784
+9% +$53.5K 0.02% 391
2025
Q4 		$597K Buy
20,967
+7,518
+56% +$212K 0.02% 386
2025
Q3 		$375K Buy
+13,449
New +$360K 0.01% 438

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

Moran Wealth Management's SCHA Position: Q2 2026 in Review

Moran Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 15% in Q2 2026, buying an estimated $113K and bringing the position to 26,169 shares worth $945K. The position accounts for 0.03% of the portfolio, ranked #395.

Moran Wealth Management first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Moran Wealth Management held 26,169 shares of Schwab U.S Small- Cap ETF worth $945K as of Q2 2026.
  • Moran Wealth Management bought 3,418 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $113K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #395 holding.
  • Moran Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.