GW&K Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

GW&K Investment Management’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 Q1	$107K	Buy	3,674 +5	+0.1%	+$150	﹤0.01%	446
2025 Q4	$105K	Buy	3,669 +16	+0.4%	+$452	﹤0.01%	446
2025 Q3	$102K	Buy	3,653 +24	+0.7%	+$642	﹤0.01%	442
2025 Q2	$92K	Hold	3,629	–	–	﹤0.01%	432
2025 Q1	$85K	Buy	3,629 +8	+0.2%	+$204	﹤0.01%	422
2024 Q4	$94K	Buy	3,621 +17	+0.5%	+$452	﹤0.01%	405
2024 Q3	$93K	Buy	3,604 +22	+0.6%	+$546	﹤0.01%	399
2024 Q2	$85K	Sell	3,582 -4	-0.1%	-$95	﹤0.01%	398
2024 Q1	$88K	Buy	+3,586	New	+$84K	﹤0.01%	385

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GW&K Investment Management's SCHA Position: Q1 2026 in Review

GW&K Investment Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.14% in Q1 2026, buying an estimated $150 and bringing the position to 3,674 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

GW&K Investment Management first reported a position in SCHA in Q1 2024 and has held it in 9 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

GW&K Investment Management held 3,674 shares of Schwab U.S Small- Cap ETF worth $107K as of Q1 2026.
GW&K Investment Management bought 5 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $150.
Schwab U.S Small- Cap ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #446 holding.
GW&K Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.