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Aspire Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aspire Capital Advisors’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 		$975K Sell
33,529
-2,398
-7% -$71.9K 0.22% 54
2025
Q4 		$1.02M Buy
35,927
+9,921
+38% +$280K 0.24% 51
2025
Q3 		$726K Hold
26,006
– – 0.18% 53
2025
Q2 		$658K Sell
26,006
-1,343
-5% -$31.8K 0.18% 53
2025
Q1 		$641K Sell
27,349
-187
-0.7% -$4.77K 0.19% 52
2024
Q4 		$712K Sell
27,536
-1,958
-7% -$52.1K 0.2% 46
2024
Q3 		$759K Sell
29,494
-1,864
-6% -$46.3K 0.23% 43
2024
Q2 		$744K Sell
31,358
-880
-3% -$20.9K 0.24% 39
2024
Q1 		$794K Sell
32,238
-3,930
-11% -$92.1K 0.27% 41
2023
Q4 		$854K Sell
36,168
-244
-0.7% -$5.14K 0.35% 33
2023
Q3 		$754K Buy
36,412
+3,844
+12% +$84.4K 0.34% 32
2023
Q2 		$713K Sell
32,568
-159,586
-83% -$3.33M 0.35% 31
2023
Q1 		$4.03M Sell
192,154
-15,090
-7% -$324K 2.11% 15
2022
Q4 		$4.2M Sell
207,244
-278,882
-57% -$5.72M 2.39% 15
2022
Q3 		$9.19M Buy
486,126
+5,490
+1% +$115K 7.28% 4
2022
Q2 		$9.37M Buy
480,636
+446,592
+1,312% +$9.55M 7.11% 4
2022
Q1 		$806K Buy
+34,044
New +$804K 0.77% 21

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Aspire Capital Advisors's SCHA Position: Q1 2026 in Review

Aspire Capital Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.7% in Q1 2026, selling an estimated $71.9K and leaving 33,529 shares worth $975K. The position accounts for 0.22% of the portfolio, ranked #54.

Aspire Capital Advisors first reported a position in SCHA in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.37M in Q2 2022. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Aspire Capital Advisors held 33,529 shares of Schwab U.S Small- Cap ETF worth $975K as of Q1 2026.
  • Aspire Capital Advisors sold 2,398 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $71.9K.
  • Schwab U.S Small- Cap ETF made up 0.22% of Aspire Capital Advisors's portfolio in Q1 2026, its #54 holding.
  • Aspire Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Aspire Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $9.37M in Q2 2022.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.