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GeoWealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

GeoWealth Management’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
2025
Q3 		– Sell
-1,603
Closed -$40.6K – 1135
2025
Q2 		$40.6K Hold
1,603
– – ﹤0.01% 978
2025
Q1 		$37.6K Buy
1,603
+1,582
+7,533% +$40.3K ﹤0.01% 926
2024
Q4 		$554 Sell
21
-1,753
-99% -$46.6K ﹤0.01% 1726
2024
Q3 		$45.7K Buy
+1,774
New +$44K ﹤0.01% 1100

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GeoWealth Management's SCHA Position: Q3 2025 in Review

GeoWealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 1,603 shares — an estimated $40.6K sold.

GeoWealth Management first reported a position in SCHA in Q3 2024 and held it in 4 quarters. The position peaked at $45.7K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • GeoWealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,603 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $40.6K.
  • GeoWealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Schwab U.S Small- Cap ETF position peaked at $45.7K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.