GS Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-400
| Closed | -$10.1K | – | 117 |
|
|
2025
Q2 | $10.1K | Hold |
400
| – | – | ﹤0.01% | 96 |
|
|
2025
Q1 | $9.37K | Hold |
400
| – | – | ﹤0.01% | 100 |
|
|
2024
Q4 | $10.3K | Hold |
400
| – | – | ﹤0.01% | 97 |
|
|
2024
Q3 | $10.3K | Hold |
400
| – | – | ﹤0.01% | 98 |
|
|
2024
Q2 | $9.49K | Hold |
400
| – | – | ﹤0.01% | 96 |
|
|
2024
Q1 | $9.85K | Sell |
400
-16
| -4% | -$375 | ﹤0.01% | 103 |
|
|
2023
Q4 | $9.83K | Sell |
416
-152
| -27% | -$3.2K | 0.01% | 102 |
|
|
2023
Q3 | $11.8K | Hold |
568
| – | – | 0.01% | 100 |
|
|
2023
Q2 | $12.4K | Sell |
568
-16
| -3% | -$333 | 0.01% | 102 |
|
|
2023
Q1 | $12.2K | Hold |
584
| – | – | 0.01% | 103 |
|
|
2022
Q4 | $11.8K | Hold |
584
| – | – | 0.01% | 104 |
|
|
2022
Q3 | $11K | Hold |
584
| – | – | 0.01% | 103 |
|
|
2022
Q2 | $13K | Hold |
584
| – | – | 0.01% | 107 |
|
|
2022
Q1 | $13K | Hold |
584
| – | – | 0.01% | 105 |
|
|
2021
Q4 | $15K | Buy |
584
+16
| +3% | +$414 | 0.01% | 108 |
|
|
2021
Q3 | $14K | Buy |
+568
| New | +$14.4K | 0.01% | 109 |
|
|
2021
Q1 | – | Sell |
-568
| Closed | -$13K | – | 108 |
|
|
2020
Q4 | $13K | Buy |
+568
| New | +$11.3K | 0.01% | 97 |
|
|
2020
Q3 | – | Sell |
-568
| Closed | -$9.28K | – | 98 |
|
|
2020
Q2 | $9.28K | Hold |
568
| – | – | 0.01% | 90 |
|
|
2020
Q1 | $7.32K | Sell |
568
-1,240
| -69% | -$21.1K | 0.01% | 90 |
|
|
2019
Q4 | $33.3K | Buy |
1,808
+1,240
| +218% | +$22.4K | 0.03% | 87 |
|
|
2019
Q3 | $9.9K | Hold |
568
| – | – | 0.01% | 92 |
|
|
2019
Q2 | $10.2K | Hold |
568
| – | – | 0.01% | 91 |
|
|
2019
Q1 | $9.93K | Sell |
568
-1,240
| -69% | -$21.2K | 0.01% | 91 |
|
|
2018
Q4 | $27.4K | Hold |
1,808
| – | – | 0.02% | 88 |
|
|
2018
Q3 | $34.4K | Sell |
1,808
-240
| -12% | -$4.58K | 0.02% | 90 |
|
|
2018
Q2 | $37.7K | Sell |
2,048
-280
| -12% | -$5.07K | 0.03% | 89 |
|
|
2018
Q1 | $40.2K | Sell |
2,328
-480
| -17% | -$8.46K | 0.03% | 83 |
|
|
2017
Q4 | $48.6K | Sell |
2,808
-400
| -12% | -$6.85K | 0.04% | 84 |
|
|
2017
Q3 | $544K | Hold |
3,208
| – | – | 0.44% | 58 |
|
|
2017
Q2 | $51.3K | Buy |
+3,208
| New | +$50.7K | 0.04% | 85 |
|
Other funds holding SCHA
AA
GS Investments's SCHA Position: Q3 2025 in Review
GS Investments sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 400 shares — an estimated $10.1K sold.
GS Investments first reported a position in SCHA in Q2 2017 and held it in 30 quarters. The position peaked at $544K in Q3 2017. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.
- GS Investments reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
- GS Investments sold 400 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $10.1K.
- GS Investments first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and held it in 30 quarters.
- GS Investments's Schwab U.S Small- Cap ETF position peaked at $544K in Q3 2017.
- 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.
Based on GS Investments's 13F filing for Q3 2025, filed 6 Nov 2025.