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

Golden State Wealth Management’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	$424K	Buy	11,748 +1,991	+20%	+$65.8K	0.04%	306
2026 Q1	$284K	Sell	9,757 -38	-0.4%	-$1.14K	0.03%	334
2025 Q4	$279K	Buy	9,795 +43	+0.4%	+$1.21K	0.03%	339
2025 Q3	$272K	Hold	9,752	–	–	0.03%	330
2025 Q2	$247K	Buy	9,752 +43	+0.4%	+$1.02K	0.03%	333
2025 Q1	$227K	Sell	9,709 -363	-4%	-$9.25K	0.03%	321
2024 Q4	$260K	Buy	+10,072	New	+$268K	0.04%	285
2020 Q2	–	Sell	-96	Closed	-$1K	–	752
2020 Q1	$1K	Buy	+96	New	+$1.63K	﹤0.01%	933
2019 Q4	–	Sell	-112	Closed	-$2K	–	750
2019 Q3	$2K	Buy	112 +16	+17%	+$283	﹤0.01%	985
2019 Q2	$1K	Sell	96 -868	-90%	-$15.3K	﹤0.01%	1035
2019 Q1	$17K	Buy	+964	New	+$16.5K	0.01%	666

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 State Wealth Management's SCHA Position: Q2 2026 in Review

Golden State Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 20% in Q2 2026, buying an estimated $65.8K and bringing the position to 11,748 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #306.

Golden State Wealth Management first reported a position in SCHA in Q1 2019 and has held it in 11 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Golden State Wealth Management held 11,748 shares of Schwab U.S Small- Cap ETF worth $424K as of Q2 2026.
Golden State Wealth Management bought 1,991 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $65.8K.
Schwab U.S Small- Cap ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #306 holding.
Golden State Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 11 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.