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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
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

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Global Wealth Strategies & Associates's SCHA Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q2 2026, buying an estimated $1.14M and bringing the position to 320,503 shares worth $11.6M. The position accounts for 2.19% of the portfolio, ranked #12.

Global Wealth Strategies & Associates first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Global Wealth Strategies & Associates held 320,503 shares of Schwab U.S Small- Cap ETF worth $11.6M as of Q2 2026.
  • Global Wealth Strategies & Associates bought 34,605 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.14M.
  • Schwab U.S Small- Cap ETF made up 2.19% of Global Wealth Strategies & Associates's portfolio in Q2 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 15 quarters since.
  • 500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.