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

Moser Wealth 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
2025
Q2 		$13.3K Buy
+526
New +$12.4K 0.01% 135
2020
Q1 		– Sell
-1,196
Closed -$23K – 134
2019
Q4 		$23K Buy
+1,196
New +$21.6K 0.02% 109

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Moser Wealth Advisors's SCHA Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2025: 526 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Moser Wealth Advisors previously reported a position in SCHA as recently as Q4 2019.

Moser Wealth Advisors first reported a position in SCHA in Q4 2019 and has held it in 2 quarters since. The position peaked at $23K in Q4 2019. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Moser Wealth Advisors held 526 shares of Schwab U.S Small- Cap ETF worth $13.3K as of Q2 2025.
  • Schwab U.S Small- Cap ETF was a new Moser Wealth Advisors position in Q2 2025.
  • Schwab U.S Small- Cap ETF made up 0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #135 holding.
  • Moser Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 2 quarters since.
  • Moser Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $23K in Q4 2019.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.