Mosley Wealth Management
SCHA icon

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
Q3 		$31K Hold
953
– – 0.01% 308
2026
Q2 		$34.4K Buy
+953
New +$31.5K 0.01% 281

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RMG Wealth Management
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Mosley Wealth Management's SCHA Position: Q3 2026 in Review

Mosley Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 953 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #308.

Mosley Wealth Management first reported a position in SCHA in Q2 2026 and has held it in 2 quarters since. The position peaked at $34.4K in Q2 2026. 911 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Mosley Wealth Management held 953 shares of Schwab U.S Small- Cap ETF worth $31K as of Q3 2026.
  • Mosley Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #308 holding.
  • Mosley Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Schwab U.S Small- Cap ETF position peaked at $34.4K in Q2 2026.
  • 911 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.