GWSA
SCHA icon

Global Wealth Strategies & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Global Wealth Strategies & Associates’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 		$11M Buy
337,202
+16,699
+5% +$571K 2.02% 12
2026
Q2 		$11.6M Buy
320,503
+34,605
+12% +$1.14M 2.19% 12
2026
Q1 		$8.31M Buy
285,898
+271,275
+1,855% +$8.13M 2.04% 10
2025
Q4 		$416K Sell
14,623
-784
-5% -$22.1K 0.1% 49
2025
Q3 		$430K Buy
15,407
+12,927
+521% +$346K 0.11% 46
2025
Q2 		$62.7K Sell
2,480
-118
-5% -$2.79K 0.02% 99
2025
Q1 		$60.9K Sell
2,598
-369
-12% -$9.4K 0.02% 100
2024
Q4 		$76.7K Buy
2,967
+7
+0.2% +$186 0.02% 86
2024
Q3 		$76.2K Buy
2,960
+1,112
+60% +$27.6K 0.03% 75
2024
Q2 		$43.8K Hold
1,848
– – 0.02% 95
2024
Q1 		$45.5K Hold
1,848
– – 0.02% 94
2023
Q4 		$43.7K Sell
1,848
-42
-2% -$885 0.02% 91
2023
Q3 		$39.1K Hold
1,890
– – 0.02% 88
2023
Q2 		$41.4K Buy
1,890
+888
+89% +$18.5K 0.02% 85
2023
Q1 		$21K Buy
1,002
+74
+8% +$1.59K 0.01% 109
2022
Q4 		$18.8K Buy
+928
New +$19K 0.01% 113

Other funds holding SCHA

FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Global Wealth Strategies & Associates's SCHA Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.2% in Q3 2026, buying an estimated $571K and bringing the position to 337,202 shares worth $11M. The position accounts for 2.02% of the portfolio, ranked #12.

Global Wealth Strategies & Associates first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.6M in Q2 2026. 16 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Global Wealth Strategies & Associates held 337,202 shares of Schwab U.S Small- Cap ETF worth $11M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 16,699 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $571K.
  • Schwab U.S Small- Cap ETF made up 2.02% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #12 holding.
  • Global Wealth Strategies & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's Schwab U.S Small- Cap ETF position peaked at $11.6M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.