Gallagher Fiduciary Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Gallagher Fiduciary Advisors’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 Q1	$601K	Sell	20,663 -632	-3%	-$18.9K	0.02%	133
2025 Q4	$606K	Buy	21,295 +1,642	+8%	+$46.4K	0.02%	151
2025 Q3	$548K	Sell	19,653 -10,236	-34%	-$274K	0.02%	146
2025 Q2	$756K	Sell	29,889 -3,287	-10%	-$77.7K	0.03%	116
2025 Q1	$777K	Buy	33,176 +3,233	+11%	+$82.4K	0.03%	112
2024 Q4	$774K	Buy	29,943 +16,623	+125%	+$442K	0.15%	87
2024 Q3	$343K	Hold	13,320	–	–	0.07%	175
2024 Q2	$316K	Sell	13,320 -1,310	-9%	-$31.1K	0.07%	149
2024 Q1	$360K	Hold	14,630	–	–	0.01%	130
2023 Q4	$346K	Hold	14,630	–	–	0.01%	127
2023 Q3	$303K	Sell	14,630 -4	-0%	-$88	0.03%	132
2023 Q2	$320K	Sell	14,634 -1,056	-7%	-$22K	0.02%	151
2023 Q1	$329K	Buy	+15,690	New	+$337K	0.03%	141

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Gallagher Fiduciary Advisors's SCHA Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3% in Q1 2026, selling an estimated $18.9K and leaving 20,663 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #133.

Gallagher Fiduciary Advisors first reported a position in SCHA in Q1 2023 and has held it in 13 quarters since. The position peaked at $777K in Q1 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Gallagher Fiduciary Advisors held 20,663 shares of Schwab U.S Small- Cap ETF worth $601K as of Q1 2026.
Gallagher Fiduciary Advisors sold 632 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $18.9K.
Schwab U.S Small- Cap ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #133 holding.
Gallagher Fiduciary Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's Schwab U.S Small- Cap ETF position peaked at $777K in Q1 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.