Private Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Private Management Group’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	$286K	Hold	7,922	–	–	0.01%	274
2026 Q1	$230K	Hold	7,922	–	–	0.01%	286
2025 Q4	$226K	Hold	7,922	–	–	0.01%	286
2025 Q3	$221K	Buy	+7,922	New	+$212K	0.01%	273

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Private Management Group's SCHA Position: Q2 2026 in Review

Private Management Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,922 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #274.

Private Management Group first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Private Management Group held 7,922 shares of Schwab U.S Small- Cap ETF worth $286K as of Q2 2026.
Private Management Group left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Private Management Group's portfolio in Q2 2026, its #274 holding.
Private Management Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.