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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
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 $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

Aspiriant LLC's SCHA Position: Q1 2026 in Review

Aspiriant LLC reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q1 2026, selling an estimated $30 and leaving 17,541 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #219.

Aspiriant LLC first reported a position in SCHA in Q1 2017 and has held it in 20 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Aspiriant LLC held 17,541 shares of Schwab U.S Small- Cap ETF worth $510K as of Q1 2026.
  • Aspiriant LLC sold 1 Schwab U.S Small- Cap ETF share in Q1 2026, an estimated $30.
  • Schwab U.S Small- Cap ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #219 holding.
  • Aspiriant LLC first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 20 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.