Glassman Wealth Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Glassman Wealth Services’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	$29.2K	Hold	808	–	–	﹤0.01%	169
2026 Q1	$23.5K	Hold	808	–	–	﹤0.01%	138
2025 Q4	$23K	Hold	808	–	–	﹤0.01%	146
2025 Q3	$22.5K	Hold	808	–	–	﹤0.01%	131
2025 Q2	$20.4K	Sell	808 -492	-38%	-$11.6K	﹤0.01%	130
2025 Q1	$30.5K	Hold	1,300	–	–	0.01%	122
2024 Q4	$33.6K	Hold	1,300	–	–	0.01%	118
2024 Q3	$33.5K	Sell	1,300 -20,058	-94%	-$498K	0.01%	119
2024 Q2	$507K	Buy	21,358 +20,866	+4,241%	+$495K	0.09%	33
2024 Q1	$12.1K	Sell	492 -64	-12%	-$1.5K	﹤0.01%	150
2023 Q4	$13.1K	Buy	556 +64	+13%	+$1.35K	﹤0.01%	803
2023 Q3	$10.2K	Hold	492	–	–	﹤0.01%	849
2023 Q2	$10.8K	Sell	492 -1,756	-78%	-$36.6K	﹤0.01%	794
2023 Q1	$47.1K	Buy	+2,248	New	+$48.3K	0.01%	422
2022 Q1	–	Sell	-1,208	Closed	-$31K	–	1906
2021 Q4	$31K	Buy	1,208 +928	+331%	+$24K	0.01%	496
2021 Q3	$7K	Buy	280 +60	+27%	+$1.52K	﹤0.01%	870
2021 Q2	$6K	Hold	220	–	–	﹤0.01%	880
2021 Q1	$5K	Buy	+220	New	+$5.41K	﹤0.01%	873
2020 Q2	–	Sell	-1,892	Closed	-$24K	–	1490
2020 Q1	$24K	Buy	1,892 +1,308	+224%	+$22.2K	0.01%	322
2019 Q4	$11K	Hold	584	–	–	﹤0.01%	471
2019 Q3	$10K	Sell	584 -196	-25%	-$3.46K	﹤0.01%	451
2019 Q2	$14K	Buy	+780	New	+$13.8K	0.01%	410
2018 Q4	–	Sell	-292	Closed	-$6K	–	964
2018 Q3	$6K	Hold	292	–	–	﹤0.01%	460
2018 Q2	$5K	Hold	292	–	–	﹤0.01%	441
2018 Q1	$5K	Hold	292	–	–	﹤0.01%	430
2017 Q4	$5K	Hold	292	–	–	﹤0.01%	403
2017 Q3	$5K	Hold	292	–	–	﹤0.01%	357
2017 Q2	$5K	Buy	+292	New	+$4.61K	﹤0.01%	360

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Glassman Wealth Services's SCHA Position: Q2 2026 in Review

Glassman Wealth Services held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 808 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Glassman Wealth Services first reported a position in SCHA in Q2 2017 and has held it in 28 quarters since. The position peaked at $507K in Q2 2024. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Glassman Wealth Services held 808 shares of Schwab U.S Small- Cap ETF worth $29.2K as of Q2 2026.
Glassman Wealth Services left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #169 holding.
Glassman Wealth Services first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and has held it in 28 quarters since.
Glassman Wealth Services's Schwab U.S Small- Cap ETF position peaked at $507K in Q2 2024.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.