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

Aspect 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 Q3	$52.2K	Hold	1,600	–	–	0.02%	147
2026 Q2	$57.8K	Hold	1,600	–	–	0.02%	140
2026 Q1	$46.5K	Hold	1,600	–	–	0.02%	147
2025 Q4	$45.6K	Sell	1,600 -796	-33%	-$22.5K	0.02%	147
2025 Q3	$66.8K	Sell	2,396 -36	-1%	-$963	0.03%	136
2025 Q2	$61.5K	Buy	2,432 +20	+0.8%	+$473	0.03%	143
2025 Q1	$56.5K	Buy	2,412 +16	+0.7%	+$408	0.03%	122
2024 Q4	$62K	Buy	2,396 +1,600	+201%	+$42.6K	0.04%	121
2024 Q3	$20.5K	Hold	796	–	–	0.01%	185
2024 Q2	$18.9K	Hold	796	–	–	0.01%	193
2024 Q1	$19.6K	Hold	796	–	–	0.02%	183
2023 Q4	$18.8K	Buy	+796	New	+$16.8K	0.01%	187

Other funds holding SCHA

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

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspect Partners's SCHA Position: Q3 2026 in Review

Aspect Partners held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 1,600 shares worth $52.2K. The position accounts for 0.02% of the portfolio, ranked #147.

Aspect Partners first reported a position in SCHA in Q4 2023 and has held it in 12 quarters since. The position peaked at $66.8K in Q3 2025. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Aspect Partners held 1,600 shares of Schwab U.S Small- Cap ETF worth $52.2K as of Q3 2026.
Aspect Partners left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.02% of Aspect Partners's portfolio in Q3 2026, its #147 holding.
Aspect Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Schwab U.S Small- Cap ETF position peaked at $66.8K in Q3 2025.
477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.