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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
Q2 		$5.06M Sell
139,995
-332
-0.2% -$11K 2.97% 6
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
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

Gordian Advisors's SCHA Position: Q2 2026 in Review

Gordian Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.24% in Q2 2026, selling an estimated $11K and leaving 139,995 shares worth $5.06M. The position accounts for 2.97% of the portfolio, ranked #6.

Gordian Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Gordian Advisors held 139,995 shares of Schwab U.S Small- Cap ETF worth $5.06M as of Q2 2026.
  • Gordian Advisors sold 332 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $11K.
  • Schwab U.S Small- Cap ETF made up 2.97% of Gordian Advisors's portfolio in Q2 2026, its #6 holding.
  • Gordian Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Gordian Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.