GPS Wealth Strategies Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-370	Closed	-$10.3K	–	1385
2025 Q3	$10.3K	Buy	370 +1	+0.3%	+$27	﹤0.01%	1080
2025 Q2	$9.33K	Buy	369 +1	+0.3%	+$24	﹤0.01%	1054
2025 Q1	$8.62K	Sell	368 -215	-37%	-$5.48K	﹤0.01%	1038
2024 Q4	$15.1K	Buy	583 +113	+24%	+$3.01K	﹤0.01%	859
2024 Q3	$12.1K	Buy	470 +2	+0.4%	+$50	﹤0.01%	909
2024 Q2	$11.1K	Buy	468 +252	+117%	+$5.97K	﹤0.01%	885
2024 Q1	$5.32K	Hold	216	–	–	﹤0.01%	989
2023 Q4	$5.1K	Hold	216	–	–	﹤0.01%	976
2023 Q3	$4.47K	Hold	216	–	–	﹤0.01%	988
2023 Q2	$4.73K	Sell	216 -292	-57%	-$6.09K	﹤0.01%	999
2023 Q1	$10.7K	Buy	+508	New	+$10.9K	﹤0.01%	825
2022 Q4	–	Sell	-308	Closed	-$6K	–	895
2022 Q3	$6K	Hold	308	–	–	﹤0.01%	870
2022 Q2	$6K	Hold	308	–	–	﹤0.01%	860
2022 Q1	$7K	Hold	308	–	–	﹤0.01%	802
2021 Q4	$8K	Buy	308 +292	+1,825%	+$7.55K	﹤0.01%	784
2021 Q3	$0	Hold	16	–	–	﹤0.01%	1062
2021 Q2	$0	Hold	16	–	–	﹤0.01%	1059
2021 Q1	$0	Buy	+16	New	+$394	﹤0.01%	953

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

GPS Wealth Strategies Group's SCHA Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 370 shares — an estimated $10.3K sold.

GPS Wealth Strategies Group first reported a position in SCHA in Q1 2021 and held it in 18 quarters. The position peaked at $15.1K in Q4 2024. 1,244 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 370 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $10.3K.
GPS Wealth Strategies Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Schwab U.S Small- Cap ETF position peaked at $15.1K in Q4 2024.
1,244 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.