Gleason Group
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
Q3 		$4.15M Buy
127,105
+2,394
+2% +$81.9K 0.37% 23
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 $67.3B AUM 21.9% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gleason Group's SCHA Position: Q3 2026 in Review

Gleason Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.9% in Q3 2026, buying an estimated $81.9K and bringing the position to 127,105 shares worth $4.15M. The position accounts for 0.37% of the portfolio, ranked #23.

Gleason Group first reported a position in SCHA in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.97M in Q4 2022. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Gleason Group held 127,105 shares of Schwab U.S Small- Cap ETF worth $4.15M as of Q3 2026.
  • Gleason Group bought 2,394 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $81.9K.
  • Schwab U.S Small- Cap ETF made up 0.37% of Gleason Group's portfolio in Q3 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 28 quarters since.
  • Gleason Group's Schwab U.S Small- Cap ETF position peaked at $4.97M in Q4 2022.
  • 477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.