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Golden State Equity Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Golden State Equity Partners’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 		$12.1K Sell
336
-6,037
-95% -$199K 0.03% 213
2026
Q1 		$185K Buy
+6,373
New +$191K 0.01% 642
2024
Q4 		– Sell
-22
Closed -$566 – 788
2024
Q3 		$566 Buy
+22
New +$546 ﹤0.01% 884

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SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Golden State Equity Partners's SCHA Position: Q2 2026 in Review

Golden State Equity Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 95% in Q2 2026, selling an estimated $199K and leaving 336 shares worth $12.1K. The position accounts for 0.03% of the portfolio, ranked #213.

Golden State Equity Partners first reported a position in SCHA in Q3 2024 and has held it in 3 quarters since. The position peaked at $185K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Golden State Equity Partners held 336 shares of Schwab U.S Small- Cap ETF worth $12.1K as of Q2 2026.
  • Golden State Equity Partners sold 6,037 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $199K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Golden State Equity Partners's portfolio in Q2 2026, its #213 holding.
  • Golden State Equity Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • Golden State Equity Partners's Schwab U.S Small- Cap ETF position peaked at $185K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.