GWA
SCHA icon

Geometric Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Geometric Wealth 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 		$621K Sell
17,193
-3,525
-17% -$116K 0.07% 50
2026
Q1 		$602K Buy
20,718
+3,871
+23% +$116K 0.08% 44
2025
Q4 		$480K Buy
16,847
+365
+2% +$10.3K 0.06% 53
2025
Q3 		$460K Buy
16,482
+1,434
+10% +$38.3K 0.06% 52
2025
Q2 		$381K Sell
15,048
-1,891
-11% -$44.7K 0.06% 58
2025
Q1 		$397K Buy
16,939
+6
+0% +$153 0.07% 53
2024
Q4 		$438K Buy
16,933
+2,391
+16% +$63.6K 0.08% 46
2024
Q3 		$374K Buy
14,542
+1,604
+12% +$39.8K 0.07% 51
2024
Q2 		$307K Buy
12,938
+92
+0.7% +$2.18K 0.06% 48
2024
Q1 		$316K Buy
12,846
+374
+3% +$8.76K 0.07% 35
2023
Q4 		$295K Buy
12,472
+336
+3% +$7.08K 0.08% 34
2023
Q3 		$251K Buy
12,136
+42
+0.3% +$922 0.08% 32
2023
Q2 		$271K Buy
12,094
+38
+0.3% +$792 0.08% 30
2023
Q1 		$246K Buy
12,056
+638
+6% +$13.7K 0.09% 31
2022
Q4 		$231K Sell
11,418
-684
-6% -$14K 0.09% 30
2022
Q3 		$229K Buy
12,102
+144
+1% +$3.01K 0.11% 27
2022
Q2 		$233K Buy
11,958
+40
+0.3% +$855 0.12% 30
2022
Q1 		$282K Buy
+11,918
New +$281K 0.84% 24

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Geometric Wealth Advisors's SCHA Position: Q2 2026 in Review

Geometric Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 17% in Q2 2026, selling an estimated $116K and leaving 17,193 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #50.

Geometric Wealth Advisors first reported a position in SCHA in Q1 2022 and has held it in 18 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Geometric Wealth Advisors held 17,193 shares of Schwab U.S Small- Cap ETF worth $621K as of Q2 2026.
  • Geometric Wealth Advisors sold 3,525 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $116K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Geometric Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Geometric Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.