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

Gainplan’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
2025
Q2 		– Sell
-8,701
Closed -$204K – 58
2025
Q1 		$204K Sell
8,701
-291
-3% -$7.42K 0.13% 44
2024
Q4 		$233K Sell
8,992
-66
-0.7% -$1.76K 0.09% 41
2024
Q3 		$215K Hold
9,058
– – 0.1% 47
2024
Q2 		$215K Sell
9,058
-96
-1% -$2.27K 0.1% 46
2024
Q1 		$225K Buy
9,154
+112
+1% +$2.62K 0.11% 57
2023
Q4 		$214K Sell
9,042
-840
-9% -$17.7K 0.11% 42
2023
Q3 		$205K Buy
9,882
+232
+2% +$5.09K 0.28% 39
2023
Q2 		$211K Sell
9,650
-50
-0.5% -$1.04K 0.11% 40
2023
Q1 		$203K Sell
9,700
-318
-3% -$6.83K 0.13% 38
2022
Q4 		$203K Buy
+10,018
New +$205K 0.48% 34
2022
Q3 		– Sell
-10,784
Closed -$211K – 37
2022
Q2 		$211K Sell
10,784
-410
-4% -$8.77K 0.14% 35
2022
Q1 		$265K Sell
11,194
-2,414
-18% -$57K 0.2% 36
2021
Q4 		$348K Sell
13,608
-576
-4% -$14.9K 0.15% 39
2021
Q3 		$355K Sell
14,184
-304
-2% -$7.72K 0.16% 36
2021
Q2 		$377K Sell
14,488
-856
-6% -$21.9K 0.15% 54
2021
Q1 		$381K Sell
15,344
-1,504
-9% -$37K 0.17% 46
2020
Q4 		$375K Sell
16,848
-1,940
-10% -$38.6K 0.2% 33
2020
Q3 		$321K Sell
18,788
-608
-3% -$10.5K 0.47% 29
2020
Q2 		$317K Sell
19,396
-2,216
-10% -$33.2K 0.21% 32
2020
Q1 		$278K Sell
21,612
-63,828
-75% -$1.08M 0.31% 21
2019
Q4 		$1.62M Sell
85,440
-51,084
-37% -$924K 0.85% 12
2019
Q3 		$2.38M Buy
136,524
+49,128
+56% +$867K 1.43% 6
2019
Q2 		$1.56M Buy
87,396
+54,004
+162% +$955K 0.94% 6
2019
Q1 		$584K Buy
+33,392
New +$571K 0.66% 11

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Gainplan's SCHA Position: Q2 2025 in Review

Gainplan sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 8,701 shares — an estimated $204K sold.

Gainplan first reported a position in SCHA in Q1 2019 and held it in 24 quarters. The position peaked at $2.38M in Q3 2019. 1,139 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Gainplan reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Gainplan sold 8,701 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $204K.
  • Gainplan first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and held it in 24 quarters.
  • Gainplan's Schwab U.S Small- Cap ETF position peaked at $2.38M in Q3 2019.
  • 1,139 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Gainplan's 13F filing for Q2 2025, filed 23 Jul 2025.