Superior Planning, LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Superior Planning, 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 Q3	$848	Buy	+26	New	+$889	﹤0.01%	1784

Other funds holding SCHA

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's SCHA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2026: 26 shares worth $848. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings.

1,091 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Superior Planning, LLC held 26 shares of Schwab U.S Small- Cap ETF worth $848 as of Q3 2026.
Schwab U.S Small- Cap ETF was a new Superior Planning, LLC position in Q3 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1784 holding.
1,091 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.