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SCHA icon

Gleason Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Gleason Group’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 		$4.51M Buy
124,711
+875
+0.7% +$28.9K 0.39% 23
2026
Q1 		$3.6M Sell
123,836
-963
-0.8% -$28.9K 0.36% 23
2025
Q4 		$3.55M Buy
124,799
+7,939
+7% +$224K 0.35% 24
2025
Q3 		$3.26M Sell
116,860
-7,838
-6% -$210K 0.33% 24
2025
Q2 		$3.15M Buy
124,698
+13,701
+12% +$324K 0.34% 25
2025
Q1 		$2.6M Sell
110,997
-9,250
-8% -$236K 0.47% 22
2024
Q4 		$3.11M Buy
120,247
+3,069
+3% +$81.7K 0.55% 18
2024
Q3 		$3.02M Buy
117,178
+2,548
+2% +$63.3K 0.55% 19
2024
Q2 		$2.72M Buy
114,630
+820
+0.7% +$19.4K 0.55% 19
2024
Q1 		$2.8M Buy
113,810
+3,800
+3% +$89K 0.59% 20
2023
Q4 		$2.6M Buy
110,010
+8,728
+9% +$184K 0.6% 19
2023
Q3 		$2.1M Buy
101,282
+11,746
+13% +$258K 0.55% 19
2023
Q2 		$1.96M Sell
89,536
-101,954
-53% -$2.12M 0.51% 19
2023
Q1 		$4.01M Sell
191,490
-53,752
-22% -$1.16M 1.15% 14
2022
Q4 		$4.97M Buy
245,242
+242,962
+10,656% +$4.98M 1.56% 11
2022
Q3 		$43K Buy
2,280
+8
+0.4% +$167 0.01% 117
2022
Q2 		$44K Sell
2,272
-42
-2% -$898 0.02% 115
2022
Q1 		$55K Buy
2,314
+1,450
+168% +$34.2K 0.02% 115
2021
Q4 		$22K Buy
864
+4
+0.5% +$103 0.01% 141
2021
Q3 		$22K Hold
860
– – 0.01% 143
2021
Q2 		$22K Buy
860
+4
+0.5% +$102 0.01% 139
2021
Q1 		$21K Hold
856
– – 0.01% 129
2020
Q4 		$19K Buy
856
+4
+0.5% +$80 0.01% 127
2020
Q3 		$15K Buy
852
+4
+0.5% +$69 0.01% 128
2020
Q2 		$14K Hold
848
– – 0.01% 131
2020
Q1 		$11K Buy
848
+4
+0.5% +$68 0.01% 135
2019
Q4 		$16K Buy
+844
New +$15.3K 0.01% 142

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Gleason Group's SCHA Position: Q2 2026 in Review

Gleason Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.71% in Q2 2026, buying an estimated $28.9K and bringing the position to 124,711 shares worth $4.51M. The position accounts for 0.39% of the portfolio, ranked #23.

Gleason Group first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.97M in Q4 2022. 356 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Gleason Group held 124,711 shares of Schwab U.S Small- Cap ETF worth $4.51M as of Q2 2026.
  • Gleason Group bought 875 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $28.9K.
  • Schwab U.S Small- Cap ETF made up 0.39% of Gleason Group's portfolio in Q2 2026, its #23 holding.
  • Gleason Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's Schwab U.S Small- Cap ETF position peaked at $4.97M in Q4 2022.
  • 356 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.