Gordian Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Gordian Advisors’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	$4.08M	Sell	140,327 -438	-0.3%	-$13.1K	2.72%	7
2025 Q4	$4.01M	Sell	140,765 -296	-0.2%	-$8.36K	2.66%	8
2025 Q3	$3.94M	Sell	141,061 -821	-0.6%	-$22K	2.64%	8
2025 Q2	$3.59M	Sell	141,882 -6,999	-5%	-$165K	2.57%	8
2025 Q1	$3.49M	Sell	148,881 -1,868	-1%	-$47.6K	2.77%	7
2024 Q4	$3.9M	Sell	150,749 -11,665	-7%	-$310K	3.08%	7
2024 Q3	$4.18M	Sell	162,414 -13,262	-8%	-$329K	3.34%	7
2024 Q2	$4.17M	Sell	175,676 -14,998	-8%	-$355K	4.02%	6
2024 Q1	$4.69M	Sell	190,674 -15,954	-8%	-$374K	4.32%	6
2023 Q4	$4.88M	Buy	+206,628	New	+$4.36M	4.81%	6

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Gordian Advisors's SCHA Position: Q1 2026 in Review

Gordian Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.31% in Q1 2026, selling an estimated $13.1K and leaving 140,327 shares worth $4.08M. The position accounts for 2.72% of the portfolio, ranked #7.

Gordian Advisors first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.88M in Q4 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Gordian Advisors held 140,327 shares of Schwab U.S Small- Cap ETF worth $4.08M as of Q1 2026.
Gordian Advisors sold 438 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $13.1K.
Schwab U.S Small- Cap ETF made up 2.72% of Gordian Advisors's portfolio in Q1 2026, its #7 holding.
Gordian Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Gordian Advisors's Schwab U.S Small- Cap ETF position peaked at $4.88M in Q4 2023.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Gordian Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.