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25 LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

25 LLC’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 		$313K Buy
8,660
+169
+2% +$5.58K 0.09% 58
2026
Q1 		$247K Buy
8,491
+307
+4% +$9.2K 0.08% 62
2025
Q4 		$233K Buy
8,184
+280
+4% +$7.91K 0.07% 61
2025
Q3 		$221K Buy
+7,904
New +$211K 0.08% 63
2023
Q3 		– Sell
-1,606
Closed -$36.4K – 447
2023
Q2 		$36.4K Buy
1,606
+22
+1% +$459 0.02% 96
2023
Q1 		$32.3K Buy
+1,584
New +$34K 0.02% 98

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

25 LLC's SCHA Position: Q2 2026 in Review

25 LLC increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2% in Q2 2026, buying an estimated $5.58K and bringing the position to 8,660 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #58.

25 LLC first reported a position in SCHA in Q1 2023 and has held it in 6 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • 25 LLC held 8,660 shares of Schwab U.S Small- Cap ETF worth $313K as of Q2 2026.
  • 25 LLC bought 169 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.58K.
  • Schwab U.S Small- Cap ETF made up 0.09% of 25 LLC's portfolio in Q2 2026, its #58 holding.
  • 25 LLC first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 6 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on 25 LLC's 13F filing for Q2 2026, filed 28 Jul 2026.