M
SCHA icon

MYeCFO’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MYeCFO’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 		$1.26M Buy
34,931
+750
+2% +$24.8K 0.48% 29
2026
Q1 		$994K Buy
34,181
+900
+3% +$27K 0.42% 30
2025
Q4 		$948K Sell
33,281
-1,300
-4% -$36.7K 0.4% 34
2025
Q3 		$965K Sell
34,581
-2,550
-7% -$68.2K 0.44% 30
2025
Q2 		$939K Sell
37,131
-1,000
-3% -$23.6K 0.46% 31
2025
Q1 		$893K Sell
38,131
-460
-1% -$11.7K 0.47% 31
2024
Q4 		$998K Buy
38,591
+7,629
+25% +$203K 0.54% 29
2024
Q3 		$799K Buy
30,962
+7,220
+30% +$179K 0.43% 32
2024
Q2 		$563K Buy
23,742
+4,000
+20% +$94.8K 0.32% 36
2024
Q1 		$486K Buy
19,742
+4,060
+26% +$95.1K 0.29% 38
2023
Q4 		$370K Sell
15,682
-1,000
-6% -$21.1K 0.23% 42
2023
Q3 		$345K Buy
16,682
+6,800
+69% +$149K 0.24% 39
2023
Q2 		$216K Sell
9,882
-1,000
-9% -$20.8K 0.16% 42
2023
Q1 		$228K Sell
10,882
-1,440
-12% -$30.9K 0.17% 42
2022
Q4 		$250K Buy
+12,322
New +$253K 0.21% 36

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

MYeCFO's SCHA Position: Q2 2026 in Review

MYeCFO increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q2 2026, buying an estimated $24.8K and bringing the position to 34,931 shares worth $1.26M. The position accounts for 0.48% of the portfolio, ranked #29.

MYeCFO first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • MYeCFO held 34,931 shares of Schwab U.S Small- Cap ETF worth $1.26M as of Q2 2026.
  • MYeCFO bought 750 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $24.8K.
  • Schwab U.S Small- Cap ETF made up 0.48% of MYeCFO's portfolio in Q2 2026, its #29 holding.
  • MYeCFO first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.