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Guardian Wealth Management (Illinois)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-3,024
Closed -$70.9K – 168
2025
Q1 		$70.9K Buy
3,024
+1
+0% +$25 0.05% 92
2024
Q4 		$78.2K Sell
3,023
-247
-8% -$6.57K 0.05% 99
2024
Q3 		$84.2K Buy
3,270
+8
+0.2% +$199 0.06% 95
2024
Q2 		$77.4K Sell
3,262
-332
-9% -$7.87K 0.06% 93
2024
Q1 		$88.5K Sell
3,594
-306
-8% -$7.17K 0.07% 89
2023
Q4 		$92.1K Sell
3,900
-710
-15% -$15K 0.08% 88
2023
Q3 		$95.5K Sell
4,610
-342
-7% -$7.5K 0.09% 88
2023
Q2 		$108K Sell
4,952
-3,506
-41% -$73.1K 0.1% 83
2023
Q1 		$177K Sell
8,458
-338
-4% -$7.26K 0.17% 75
2022
Q4 		$178K Sell
8,796
-1,820
-17% -$37.3K 0.18% 80
2022
Q3 		$201K Sell
10,616
-1,298
-11% -$27.1K 0.23% 71
2022
Q2 		$232K Sell
11,914
-1,022
-8% -$21.8K 0.25% 71
2022
Q1 		$306K Sell
12,936
-176
-1% -$4.16K 0.3% 66
2021
Q4 		$336K Buy
+13,112
New +$339K 0.32% 62

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SCHA Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 3,024 shares — an estimated $70.9K sold.

Guardian Wealth Management (Illinois) first reported a position in SCHA in Q4 2021 and held it in 14 quarters. The position peaked at $336K in Q4 2021. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 3,024 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $70.9K.
  • Guardian Wealth Management (Illinois) first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Schwab U.S Small- Cap ETF position peaked at $336K in Q4 2021.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.