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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Galvin Gaustad & Stein's SCHA Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.7% in Q1 2026, buying an estimated $28.4K and bringing the position to 11,816 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #202.

Galvin Gaustad & Stein first reported a position in SCHA in Q2 2025 and has held it in 4 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Galvin Gaustad & Stein held 11,816 shares of Schwab U.S Small- Cap ETF worth $344K as of Q1 2026.
  • Galvin Gaustad & Stein bought 948 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $28.4K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #202 holding.
  • Galvin Gaustad & Stein first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.