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 Q2	$291K	Hold	8,045	–	–	0.21%	34
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 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

Golden Bell Financial Planning's SCHA Position: Q2 2026 in Review

Golden Bell Financial Planning held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 8,045 shares worth $291K. The position accounts for 0.21% of the portfolio, ranked #34.

Golden Bell Financial Planning first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Golden Bell Financial Planning held 8,045 shares of Schwab U.S Small- Cap ETF worth $291K as of Q2 2026.
Golden Bell Financial Planning left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.21% of Golden Bell Financial Planning's portfolio in Q2 2026, its #34 holding.
Golden Bell Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.