GSEP
SCHA icon

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
Q1 		$185K Buy
+6,373
New +$191K 0.01% 642
2024
Q4 		– Sell
-22
Closed -$566 – 783
2024
Q3 		$566 Buy
+22
New +$546 ﹤0.01% 781

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 State Equity Partners's SCHA Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 6,373 shares worth $185K. The stake represents 0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SCHA as recently as Q3 2024.

Golden State Equity Partners first reported a position in SCHA in Q3 2024 and has held it in 2 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Golden State Equity Partners held 6,373 shares of Schwab U.S Small- Cap ETF worth $185K as of Q1 2026.
  • Schwab U.S Small- Cap ETF was a new Golden State Equity Partners position in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #642 holding.
  • Golden State Equity Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.