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Galvin Gaustad & Stein’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$351K Sell
10,744
-707
-6% -$24.2K 0.03% 204
2026
Q2 		$414K Sell
11,451
-365
-3% -$12.1K 0.03% 202
2026
Q1 		$344K Buy
11,816
+948
+9% +$28.4K 0.03% 202
2025
Q4 		$310K Buy
10,868
+1,043
+11% +$29.5K 0.02% 211
2025
Q3 		$274K Sell
9,825
-60
-0.6% -$1.6K 0.02% 181
2025
Q2 		$250K Buy
+9,885
New +$234K 0.02% 174

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Galvin Gaustad & Stein's SCHA Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.2% in Q3 2026, selling an estimated $24.2K and leaving 10,744 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #204.

Galvin Gaustad & Stein first reported a position in SCHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $414K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Galvin Gaustad & Stein held 10,744 shares of Schwab U.S Small- Cap ETF worth $351K as of Q3 2026.
  • Galvin Gaustad & Stein sold 707 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $24.2K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #204 holding.
  • Galvin Gaustad & Stein first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Galvin Gaustad & Stein's Schwab U.S Small- Cap ETF position peaked at $414K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.