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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
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

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Aspiriant LLC's SCHA Position: Q2 2026 in Review

Aspiriant LLC held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 17,541 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #214.

Aspiriant LLC first reported a position in SCHA in Q1 2017 and has held it in 21 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Aspiriant LLC held 17,541 shares of Schwab U.S Small- Cap ETF worth $634K as of Q2 2026.
  • Aspiriant LLC left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #214 holding.
  • Aspiriant LLC first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 21 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.