Godsey & Gibb Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Godsey & Gibb Inc’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	$21.1K	Hold	585	–	–	﹤0.01%	234
2026 Q1	$17K	Sell	585 -425	-42%	-$12.7K	﹤0.01%	244
2025 Q4	$28.8K	Hold	1,010	–	–	﹤0.01%	208
2025 Q3	$28.2K	Buy	+1,010	New	+$27K	﹤0.01%	204
2024 Q4	–	Sell	-156	Closed	-$4.02K	–	426
2024 Q3	$4.02K	Hold	156	–	–	﹤0.01%	376
2024 Q2	$3.7K	Hold	156	–	–	﹤0.01%	358
2024 Q1	$3.84K	Buy	+156	New	+$3.65K	﹤0.01%	327
2023 Q3	–	Sell	-1,582	Closed	-$34.6K	–	367
2023 Q2	$34.6K	Buy	+1,582	New	+$33K	﹤0.01%	191
2023 Q1	–	Sell	-6,748	Closed	-$137K	–	390
2022 Q4	$137K	Buy	+6,748	New	+$138K	0.03%	79
2022 Q3	–	Sell	-152	Closed	-$3K	–	148
2022 Q2	$3K	Buy	+152	New	+$3.25K	﹤0.01%	91

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Godsey & Gibb Inc's SCHA Position: Q2 2026 in Review

Godsey & Gibb Inc held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 585 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Godsey & Gibb Inc first reported a position in SCHA in Q2 2022 and has held it in 10 quarters since. The position peaked at $137K in Q4 2022. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Godsey & Gibb Inc held 585 shares of Schwab U.S Small- Cap ETF worth $21.1K as of Q2 2026.
Godsey & Gibb Inc left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #234 holding.
Godsey & Gibb Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 10 quarters since.
Godsey & Gibb Inc's Schwab U.S Small- Cap ETF position peaked at $137K in Q4 2022.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.