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Golden Reserve Retirement’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Golden Reserve Retirement’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 		$55.2M Buy
1,526,535
+25,745
+2% +$851K 8.69% 5
2026
Q1 		$43.6M Sell
1,500,790
-73,412
-5% -$2.2M 9% 5
2025
Q4 		$44.8M Buy
1,574,202
+239,408
+18% +$6.76M 8.28% 5
2025
Q3 		$37.3M Buy
1,334,794
+190,265
+17% +$5.09M 9.67% 5
2025
Q2 		$28.9M Buy
1,144,529
+132,482
+13% +$3.13M 9.29% 5
2025
Q1 		$23.7M Buy
+1,012,047
New +$25.8M 9.43% 5

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Golden Reserve Retirement's SCHA Position: Q2 2026 in Review

Golden Reserve Retirement increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q2 2026, buying an estimated $851K and bringing the position to 1,526,535 shares worth $55.2M. The position accounts for 8.69% of the portfolio, ranked #5.

Golden Reserve Retirement first reported a position in SCHA in Q1 2025 and has held it in 6 quarters since. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Golden Reserve Retirement held 1,526,535 shares of Schwab U.S Small- Cap ETF worth $55.2M as of Q2 2026.
  • Golden Reserve Retirement bought 25,745 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $851K.
  • Schwab U.S Small- Cap ETF made up 8.69% of Golden Reserve Retirement's portfolio in Q2 2026, its #5 holding.
  • Golden Reserve Retirement first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.