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

Gilpin Wealth 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 Q3	$676K	Buy	20,720 +2,110	+11%	+$72.2K	0.46%	62
2026 Q2	$672K	Buy	18,610 +310	+2%	+$10.2K	0.46%	62
2026 Q1	$532K	Buy	18,300 +435	+2%	+$13K	0.42%	70
2025 Q4	$509K	Buy	+17,865	New	+$504K	0.4%	72

Other funds holding SCHA

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's SCHA Position: Q3 2026 in Review

Gilpin Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q3 2026, buying an estimated $72.2K and bringing the position to 20,720 shares worth $676K. The position accounts for 0.46% of the portfolio, ranked #62.

Gilpin Wealth Management first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Gilpin Wealth Management held 20,720 shares of Schwab U.S Small- Cap ETF worth $676K as of Q3 2026.
Gilpin Wealth Management bought 2,110 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $72.2K.
Schwab U.S Small- Cap ETF made up 0.46% of Gilpin Wealth Management's portfolio in Q3 2026, its #62 holding.
Gilpin Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.