GC Wealth Management RIA’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

GC Wealth Management RIA’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	–	Sell	-14,323	Closed	-$417K	–	532
2026 Q1	$417K	Buy	+14,323	New	+$429K	0.02%	378
2025 Q4	–	Sell	-7,266	Closed	-$203K	–	793
2025 Q3	$203K	Buy	+7,266	New	+$194K	0.01%	822

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

GC Wealth Management RIA's SCHA Position: Q2 2026 in Review

GC Wealth Management RIA sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 14,323 shares — an estimated $417K sold.

GC Wealth Management RIA first reported a position in SCHA in Q3 2025 and held it in 2 quarters. The position peaked at $417K in Q1 2026. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

GC Wealth Management RIA reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 14,323 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $417K.
GC Wealth Management RIA first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and held it in 2 quarters.
GC Wealth Management RIA's Schwab U.S Small- Cap ETF position peaked at $417K in Q1 2026.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.