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Guardian Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Guardian Financial Partners’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 		$3.63M Sell
100,588
-2,950
-3% -$97.5K 1.41% 21
2026
Q1 		$3.01M Buy
103,538
+5,242
+5% +$157K 1.27% 21
2025
Q4 		$2.8M Buy
98,296
+3,858
+4% +$109K 1.18% 23
2025
Q3 		$2.63M Buy
94,438
+2,377
+3% +$63.6K 1.11% 24
2025
Q2 		$2.33M Buy
92,061
+9,533
+12% +$225K 1.05% 24
2025
Q1 		$1.93M Buy
82,528
+8,363
+11% +$213K 0.93% 25
2024
Q4 		$1.92M Buy
74,165
+9,181
+14% +$244K 1.14% 23
2024
Q3 		$1.67M Buy
64,984
+4,862
+8% +$121K 1.05% 24
2024
Q2 		$1.43M Buy
60,122
+3,684
+7% +$87.3K 0.95% 26
2024
Q1 		$1.39M Buy
56,438
+1,906
+3% +$44.7K 0.95% 24
2023
Q4 		$1.29M Buy
54,532
+8,946
+20% +$189K 1.06% 21
2023
Q3 		$944K Buy
+45,586
New +$1M 0.89% 22
2023
Q2 		– Sell
-40,022
Closed -$839K – 27
2023
Q1 		$839K Buy
40,022
+1,728
+5% +$37.1K 0.84% 22
2022
Q4 		$776K Buy
38,294
+992
+3% +$20.3K 0.82% 24
2022
Q3 		$705K Buy
37,302
+1,438
+4% +$30.1K 0.82% 20
2022
Q2 		$699K Buy
35,864
+2,608
+8% +$55.8K 0.78% 17
2022
Q1 		$745K Buy
33,256
+992
+3% +$23.4K 0.77% 17
2021
Q4 		$826K Buy
+32,264
New +$835K 0.79% 17

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

Guardian Financial Partners's SCHA Position: Q2 2026 in Review

Guardian Financial Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.8% in Q2 2026, selling an estimated $97.5K and leaving 100,588 shares worth $3.63M. The position accounts for 1.41% of the portfolio, ranked #21.

Guardian Financial Partners first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Guardian Financial Partners held 100,588 shares of Schwab U.S Small- Cap ETF worth $3.63M as of Q2 2026.
  • Guardian Financial Partners sold 2,950 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $97.5K.
  • Schwab U.S Small- Cap ETF made up 1.41% of Guardian Financial Partners's portfolio in Q2 2026, its #21 holding.
  • Guardian Financial Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.