Aspiring Ventures’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aspiring Ventures’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	$216K	Sell	5,984 -2,000	-25%	-$66.1K	0.05%	76
2026 Q1	$232K	Sell	7,984 -128	-2%	-$3.84K	0.07%	69
2025 Q4	$231K	Sell	8,112 -1,720	-17%	-$48.6K	0.08%	66
2025 Q3	$274K	Sell	9,832 -6,100	-38%	-$163K	0.09%	54
2025 Q2	$403K	Buy	15,932 +2,746	+21%	+$64.9K	0.18%	35
2025 Q1	$306K	Sell	13,186 -105	-0.8%	-$2.68K	0.17%	37
2024 Q4	$353K	Buy	+13,291	New	+$354K	0.22%	28

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Aspiring Ventures's SCHA Position: Q2 2026 in Review

Aspiring Ventures reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 25% in Q2 2026, selling an estimated $66.1K and leaving 5,984 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #76.

Aspiring Ventures first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q2 2025. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Aspiring Ventures held 5,984 shares of Schwab U.S Small- Cap ETF worth $216K as of Q2 2026.
Aspiring Ventures sold 2,000 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $66.1K.
Schwab U.S Small- Cap ETF made up 0.05% of Aspiring Ventures's portfolio in Q2 2026, its #76 holding.
Aspiring Ventures first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Aspiring Ventures's Schwab U.S Small- Cap ETF position peaked at $403K in Q2 2025.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Aspiring Ventures's 13F filing for Q2 2026, filed 5 Aug 2026.