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

RMG 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	$52.7M	Buy	1,502,429 +2,020	+0.1%	+$66.8K	5.44%	7
2026 Q1	$50.2M	Sell	1,500,409 -3,577,001	-70%	-$107M	5.79%	7
2025 Q4	$163M	Buy	5,077,410 +3,652,373	+256%	+$103M	21.1%	1
2025 Q3	$39.9M	Buy	1,425,037 +46,716	+3%	+$1.25M	5.62%	7
2025 Q2	$36M	Buy	+1,378,321	New	+$32.6M	5.54%	7

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

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

RMG Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.13% in Q2 2026, buying an estimated $66.8K and bringing the position to 1,502,429 shares worth $52.7M. The position accounts for 5.44% of the portfolio, ranked #7.

RMG Wealth Management first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. The position peaked at $163M in Q4 2025. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

RMG Wealth Management held 1,502,429 shares of Schwab U.S Small- Cap ETF worth $52.7M as of Q2 2026.
RMG Wealth Management bought 2,020 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $66.8K.
Schwab U.S Small- Cap ETF made up 5.44% of RMG Wealth Management's portfolio in Q2 2026, its #7 holding.
RMG Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
RMG Wealth Management's Schwab U.S Small- Cap ETF position peaked at $163M in Q4 2025.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.