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

Mosley 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	$34.4K	Buy	+953	New	+$31.5K	0.01%	281

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 953 shares worth $34.4K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings.

959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Mosley Wealth Management held 953 shares of Schwab U.S Small- Cap ETF worth $34.4K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Mosley Wealth Management position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #281 holding.
959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.