Gerber Kawasaki Wealth & Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2026 Q2	–	Sell	-8,269	Closed	-$240K	–	385
2026 Q1	$240K	Buy	8,269 +993	+14%	+$29.8K	0.01%	311
2025 Q4	$207K	Sell	7,276 -1,621	-18%	-$45.8K	0.01%	322
2025 Q3	$248K	Buy	8,897 +568	+7%	+$15.2K	0.01%	291
2025 Q2	$211K	Buy	+8,329	New	+$197K	0.01%	294
2024 Q2	–	Sell	-4,318	Closed	-$106K	–	299
2024 Q1	$106K	Buy	+4,318	New	+$101K	0.01%	275
2021 Q4	–	Sell	-728	Closed	-$18K	–	932
2021 Q3	$18K	Buy	+728	New	+$18.5K	﹤0.01%	534

Other funds holding SCHA

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SCHA Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 8,269 shares — an estimated $240K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHA in Q3 2021 and held it in 6 quarters. The position peaked at $248K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 8,269 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $240K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's Schwab U.S Small- Cap ETF position peaked at $248K in Q3 2025.
1,085 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.