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

GGM 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
2025 Q1	$230K	Buy	10,052 +309	+3%	+$7.88K	0.13%	120
2024 Q4	$252K	Buy	+9,743	New	+$259K	0.13%	118
2023 Q4	–	Sell	-37,534	Closed	-$777K	–	143
2023 Q3	$777K	Buy	37,534 +712	+2%	+$15.6K	0.34%	55
2023 Q2	$820K	Buy	36,822 +4,930	+15%	+$103K	0.33%	56
2023 Q1	$668K	Buy	31,892 +776	+2%	+$16.7K	0.38%	43
2022 Q4	$644K	Buy	31,116 +1,494	+5%	+$30.6K	0.33%	63
2022 Q3	$604K	Buy	29,622 +250	+0.9%	+$5.23K	0.33%	63
2022 Q2	$578K	Buy	29,372 +17,664	+151%	+$378K	0.32%	61
2022 Q1	$273K	Buy	+11,708	New	+$276K	0.14%	121

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GGM Wealth Advisors's SCHA Position: Q1 2025 in Review

GGM Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.2% in Q1 2025, buying an estimated $7.88K and bringing the position to 10,052 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #120.

GGM Wealth Advisors first reported a position in SCHA in Q1 2022 and has held it in 9 quarters since. The position peaked at $820K in Q2 2023. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

GGM Wealth Advisors held 10,052 shares of Schwab U.S Small- Cap ETF worth $230K as of Q1 2025.
GGM Wealth Advisors bought 309 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $7.88K.
Schwab U.S Small- Cap ETF made up 0.13% of GGM Wealth Advisors's portfolio in Q1 2025, its #120 holding.
GGM Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 9 quarters since.
GGM Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $820K in Q2 2023.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.