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Golden Bell Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Golden Bell Financial Planning’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
Q1 		$234K Hold
8,045
– – 0.19% 32
2025
Q4 		$229K Hold
8,045
– – 0.19% 33
2025
Q3 		$224K Hold
8,045
– – 0.2% 33
2025
Q2 		$204K Buy
+8,045
New +$190K 0.19% 34
2025
Q1 		– Sell
-8,520
Closed -$220K – 35
2024
Q4 		$220K Buy
+8,520
New +$227K 0.22% 33

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Golden Bell Financial Planning's SCHA Position: Q1 2026 in Review

Golden Bell Financial Planning held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 8,045 shares worth $234K. The position accounts for 0.19% of the portfolio, ranked #32.

Golden Bell Financial Planning first reported a position in SCHA in Q4 2024 and has held it in 5 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Golden Bell Financial Planning held 8,045 shares of Schwab U.S Small- Cap ETF worth $234K as of Q1 2026.
  • Golden Bell Financial Planning left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.19% of Golden Bell Financial Planning's portfolio in Q1 2026, its #32 holding.
  • Golden Bell Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.