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

Markowski Investments’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	$33.8K	Buy	+936	New	+$30.9K	0.01%	252

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SCM

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

Markowski Investments's SCHA Position: Q2 2026 in Review

Markowski Investments opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 936 shares worth $33.8K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings.

1,210 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Markowski Investments held 936 shares of Schwab U.S Small- Cap ETF worth $33.8K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Markowski Investments position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Markowski Investments's portfolio in Q2 2026, its #252 holding.
1,210 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.