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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
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
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

Aspiring Ventures's SCHA Position: Q1 2026 in Review

Aspiring Ventures reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.6% in Q1 2026, selling an estimated $3.84K and leaving 7,984 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #69.

Aspiring Ventures first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $403K in Q2 2025. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Aspiring Ventures held 7,984 shares of Schwab U.S Small- Cap ETF worth $232K as of Q1 2026.
  • Aspiring Ventures sold 128 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $3.84K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Aspiring Ventures's portfolio in Q1 2026, its #69 holding.
  • Aspiring Ventures first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Aspiring Ventures's Schwab U.S Small- Cap ETF position peaked at $403K in Q2 2025.
  • 1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Aspiring Ventures's 13F filing for Q1 2026, filed 5 May 2026.