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Global Strategic Investment Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Global Strategic Investment Solutions’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 		$4.98M Buy
137,946
+129
+0.1% +$4.26K 0.44% 38
2026
Q1 		$4.01M Sell
137,817
-501
-0.4% -$15K 0.39% 39
2025
Q4 		$3.94M Sell
138,318
-3,273
-2% -$92.4K 0.39% 42
2025
Q3 		$3.95M Sell
141,591
-30
-0% -$802 0.39% 41
2025
Q2 		$3.58M Sell
141,621
-12,974
-8% -$307K 0.38% 42
2025
Q1 		$3.62M Sell
154,595
-1,105
-0.7% -$28.2K 0.42% 37
2024
Q4 		$4.03M Sell
155,700
-916
-0.6% -$24.4K 0.47% 38
2024
Q3 		$4.03M Sell
156,616
-2,048
-1% -$50.8K 0.47% 35
2024
Q2 		$3.76M Sell
158,664
-1,124
-0.7% -$26.6K 0.45% 39
2024
Q1 		$3.93M Sell
159,788
-58,898
-27% -$1.38M 0.46% 39
2023
Q4 		$5.17M Sell
218,686
-854
-0.4% -$18K 0.63% 37
2023
Q3 		$4.55M Sell
219,540
-6,688
-3% -$147K 0.59% 38
2023
Q2 		$4.95M Sell
226,228
-5,552
-2% -$116K 0.62% 37
2023
Q1 		$4.86M Buy
231,780
+150
+0.1% +$3.22K 0.7% 33
2022
Q4 		$4.69M Buy
231,630
+57,222
+33% +$1.17M 0.31% 36
2022
Q3 		$3.3M Buy
174,408
+2,762
+2% +$57.8K 0.16% 43
2022
Q2 		$3.35M Buy
171,646
+14,284
+9% +$305K 0.24% 39
2022
Q1 		$3.73M Buy
157,362
+78,930
+101% +$1.86M 0.23% 38
2021
Q4 		$2.01M Buy
78,432
+196
+0.3% +$5.07K 0.32% 39
2021
Q3 		$1.96M Buy
78,236
+996
+1% +$25.3K 0.33% 39
2021
Q2 		$2.01M Sell
77,240
-32
-0% -$818 0.34% 39
2021
Q1 		$1.93M Sell
77,272
-30,200
-28% -$743K 0.35% 43
2020
Q4 		$2.39M Sell
107,472
-504
-0.5% -$10K 0.54% 32
2020
Q3 		$1.84M Buy
107,976
+1,252
+1% +$21.6K 0.47% 33
2020
Q2 		$1.74M Buy
106,724
+15,088
+16% +$226K 0.49% 34
2020
Q1 		$1.18M Sell
91,636
-4,232
-4% -$71.9K 0.44% 32
2019
Q4 		$1.81M Buy
95,868
+3,436
+4% +$62.2K 0.65% 20
2019
Q3 		$1.61M Buy
92,432
+14,968
+19% +$264K 0.63% 20
2019
Q2 		$1.38M Buy
77,464
+20
+0% +$354 0.7% 21
2019
Q1 		$1.35M Buy
77,444
+25,304
+49% +$433K 0.74% 20
2018
Q4 		$791K Buy
+52,140
New +$881K 0.67% 22

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Global Strategic Investment Solutions's SCHA Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.09% in Q2 2026, buying an estimated $4.26K and bringing the position to 137,946 shares worth $4.98M. The position accounts for 0.44% of the portfolio, ranked #38.

Global Strategic Investment Solutions first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.17M in Q4 2023. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Global Strategic Investment Solutions held 137,946 shares of Schwab U.S Small- Cap ETF worth $4.98M as of Q2 2026.
  • Global Strategic Investment Solutions bought 129 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $4.26K.
  • Schwab U.S Small- Cap ETF made up 0.44% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #38 holding.
  • Global Strategic Investment Solutions first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Global Strategic Investment Solutions's Schwab U.S Small- Cap ETF position peaked at $5.17M in Q4 2023.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.