Moran Wealth Management
SCHA icon

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
Q3 		$1.15M Buy
35,263
+9,094
+35% +$311K 0.03% 370
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Noble Family Wealth
Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

Moran Wealth Management's SCHA Position: Q3 2026 in Review

Moran Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 35% in Q3 2026, buying an estimated $311K and bringing the position to 35,263 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #370.

Moran Wealth Management first reported a position in SCHA in Q3 2025 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Moran Wealth Management held 35,263 shares of Schwab U.S Small- Cap ETF worth $1.15M as of Q3 2026.
  • Moran Wealth Management bought 9,094 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $311K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Moran Wealth Management's portfolio in Q3 2026, its #370 holding.
  • Moran Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.