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 Q2	$827K	Buy	22,876 +2,213	+11%	+$73.1K	0.03%	130
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 $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

Gallagher Fiduciary Advisors's SCHA Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, buying an estimated $73.1K and bringing the position to 22,876 shares worth $827K. The position accounts for 0.03% of the portfolio, ranked #130.

Gallagher Fiduciary Advisors first reported a position in SCHA in Q1 2023 and has held it in 14 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Gallagher Fiduciary Advisors held 22,876 shares of Schwab U.S Small- Cap ETF worth $827K as of Q2 2026.
Gallagher Fiduciary Advisors bought 2,213 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $73.1K.
Schwab U.S Small- Cap ETF made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #130 holding.
Gallagher Fiduciary Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.