Aspiriant LLC
SCHA icon

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

Aspiriant 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 		$626K Buy
19,177
+1,636
+9% +$56K 0.02% 216
2026
Q2 		$634K Hold
17,541
– – 0.02% 214
2026
Q1 		$510K Sell
17,541
-1
-0% -$30 0.01% 219
2025
Q4 		$500K Buy
17,542
+4,756
+37% +$134K 0.01% 215
2025
Q3 		$357K Buy
+12,786
New +$342K 0.01% 228
2024
Q3 		– Sell
-11,246
Closed -$267K – 306
2024
Q2 		$267K Buy
11,246
+306
+3% +$7.25K 0.01% 246
2024
Q1 		$269K Sell
10,940
-1,306
-11% -$30.6K 0.01% 266
2023
Q4 		$289K Buy
12,246
+1,146
+10% +$24.2K 0.01% 247
2023
Q3 		$230K Sell
11,100
-56
-0.5% -$1.23K 0.01% 252
2023
Q2 		$244K Sell
11,156
-266
-2% -$5.54K 0.01% 251
2023
Q1 		$239K Buy
11,422
+88
+0.8% +$1.89K 0.01% 245
2022
Q4 		$230K Buy
11,334
+406
+4% +$8.32K 0.01% 244
2022
Q3 		$206K Sell
10,928
-892
-8% -$18.7K 0.01% 252
2022
Q2 		$230K Buy
11,820
+900
+8% +$19.2K 0.01% 247
2022
Q1 		$259K Hold
10,920
– – 0.01% 238
2021
Q4 		$280K Hold
10,920
– – 0.02% 234
2021
Q3 		$272K Sell
10,920
-936
-8% -$23.8K 0.02% 200
2021
Q2 		$309K Hold
11,856
– – 0.02% 198
2021
Q1 		$296K Hold
11,856
– – 0.02% 181
2020
Q4 		$265K Hold
11,856
– – 0.02% 181
2020
Q3 		$203K Buy
+11,856
New +$204K 0.02% 210
2017
Q2 		– Sell
-17,516
Closed -$276K – 226
2017
Q1 		$276K Buy
+17,516
New +$274K 0.02% 180

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93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
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Aspiriant LLC's SCHA Position: Q3 2026 in Review

Aspiriant LLC increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9.3% in Q3 2026, buying an estimated $56K and bringing the position to 19,177 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #216.

Aspiriant LLC first reported a position in SCHA in Q1 2017 and has held it in 22 quarters since. The position peaked at $634K in Q2 2026. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Aspiriant LLC held 19,177 shares of Schwab U.S Small- Cap ETF worth $626K as of Q3 2026.
  • Aspiriant LLC bought 1,636 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $56K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Aspiriant LLC's portfolio in Q3 2026, its #216 holding.
  • Aspiriant LLC first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 22 quarters since.
  • Aspiriant LLC's Schwab U.S Small- Cap ETF position peaked at $634K in Q2 2026.
  • 477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.