Global Financial Private Client’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-796	Closed	-$18.6K	–	1326
2025 Q1	$18.6K	Hold	796	–	–	0.01%	461
2024 Q4	$20.6K	Hold	796	–	–	0.01%	428
2024 Q3	$20.5K	Hold	796	–	–	0.01%	427
2024 Q2	$18.9K	Hold	796	–	–	0.01%	391
2024 Q1	$19.4K	Hold	796	–	–	0.01%	400
2023 Q4	$18.8K	Hold	796	–	–	0.01%	398
2023 Q3	$16.3K	Hold	796	–	–	0.01%	386
2023 Q2	$17.5K	Hold	796	–	–	0.01%	382
2023 Q1	$16.7K	Hold	796	–	–	0.01%	388
2022 Q4	$16.1K	Buy	796 +300	+60%	+$6.15K	0.01%	371
2022 Q3	$9.62K	Hold	496	–	–	0.01%	412
2022 Q2	$9.79K	Hold	496	–	–	0.01%	402
2022 Q1	$11.9K	Hold	496	–	–	0.01%	387
2021 Q4	$12.7K	Hold	496	–	–	0.01%	373
2021 Q3	$12.6K	Hold	496	–	–	0.01%	329
2021 Q2	$13K	Hold	496	–	–	0.01%	335
2021 Q1	$12.5K	Hold	496	–	–	0.01%	299
2020 Q4	$11K	Buy	+496	New	+$9.88K	0.01%	302
2020 Q1	–	Sell	-700	Closed	-$13.2K	–	554
2019 Q4	$13.2K	Buy	+700	New	+$12.7K	0.01%	363

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 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

Global Financial Private Client's SCHA Position: Q2 2025 in Review

Global Financial Private Client sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 796 shares — an estimated $18.6K sold.

Global Financial Private Client first reported a position in SCHA in Q4 2019 and held it in 19 quarters. The position peaked at $20.6K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Global Financial Private Client reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 796 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $18.6K.
Global Financial Private Client first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 19 quarters.
Global Financial Private Client's Schwab U.S Small- Cap ETF position peaked at $20.6K in Q4 2024.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.