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Asset Planning Services Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Asset Planning Services Inc’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 		$891K Buy
30,655
+2,785
+10% +$83.5K 0.39% 24
2025
Q4 		$794K Sell
27,870
-1,710
-6% -$48.3K 0.35% 26
2025
Q3 		$825K Buy
29,580
+1,155
+4% +$30.9K 0.35% 26
2025
Q2 		$719K Sell
28,425
-1,897
-6% -$44.8K 0.33% 27
2025
Q1 		$710K Sell
30,322
-300
-1% -$7.65K 0.36% 28
2024
Q4 		$792K Buy
30,622
+550
+2% +$14.6K 0.39% 28
2024
Q3 		$774K Buy
30,072
+1,180
+4% +$29.3K 0.38% 28
2024
Q2 		$685K Buy
28,892
+1,648
+6% +$39.1K 0.36% 29
2024
Q1 		$671K Sell
27,244
-1,600
-6% -$37.5K 0.38% 29
2023
Q4 		$681K Sell
28,844
-850
-3% -$17.9K 0.41% 31
2023
Q3 		$615K Sell
29,694
-496
-2% -$10.9K 0.4% 30
2023
Q2 		$661K Buy
30,190
+990
+3% +$20.6K 0.41% 31
2023
Q1 		$612K Buy
29,200
+1,370
+5% +$29.4K 0.39% 32
2022
Q4 		$564K Hold
27,830
– – 0.36% 31
2022
Q3 		$526K Sell
27,830
-900
-3% -$18.8K 0.37% 31
2022
Q2 		$560K Sell
28,730
-800
-3% -$17.1K 0.37% 31
2022
Q1 		$699K Sell
29,530
-5,470
-16% -$129K 0.4% 32
2021
Q4 		$896K Buy
35,000
+700
+2% +$18.1K 0.48% 33
2021
Q3 		$858K Hold
34,300
– – 0.51% 32
2021
Q2 		$893K Buy
34,300
+160
+0.5% +$4.09K 0.52% 32
2021
Q1 		$851K Sell
34,140
-3,300
-9% -$81.2K 0.51% 33
2020
Q4 		$833K Sell
37,440
-200
-0.5% -$3.98K 0.53% 31
2020
Q3 		$643K Sell
37,640
-12,800
-25% -$220K 0.44% 31
2020
Q2 		$824K Sell
50,440
-600
-1% -$8.98K 0.59% 30
2020
Q1 		$657K Sell
51,040
-100
-0.2% -$1.7K 0.54% 30
2019
Q4 		$967K Buy
51,140
+1,020
+2% +$18.5K 0.62% 32
2019
Q3 		$874K Buy
50,120
+1,300
+3% +$23K 0.57% 34
2019
Q2 		$872K Buy
48,820
+500
+1% +$8.84K 0.57% 33
2019
Q1 		$845K Sell
48,320
-1,100
-2% -$18.8K 0.58% 32
2018
Q4 		$750K Buy
49,420
+760
+2% +$12.8K 0.57% 33
2018
Q3 		$927K Buy
48,660
+940
+2% +$17.9K 0.63% 32
2018
Q2 		$878K Buy
47,720
+3,120
+7% +$56.5K 0.63% 32
2018
Q1 		$770K Buy
44,600
+800
+2% +$14.1K 0.57% 32
2017
Q4 		$764K Buy
43,800
+7,100
+19% +$122K 0.54% 33
2017
Q3 		$618K Buy
36,700
+7,000
+24% +$113K 0.5% 30
2017
Q2 		$475K Hold
29,700
– – 0.4% 31
2017
Q1 		$468K Sell
29,700
-680
-2% -$10.7K 0.4% 31
2016
Q4 		$467K Buy
+30,380
New +$447K 0.44% 29

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

Asset Planning Services Inc's SCHA Position: Q1 2026 in Review

Asset Planning Services Inc increased its Schwab U.S Small- Cap ETF (SCHA) stake by 10% in Q1 2026, buying an estimated $83.5K and bringing the position to 30,655 shares worth $891K. The position accounts for 0.39% of the portfolio, ranked #24.

Asset Planning Services Inc first reported a position in SCHA in Q4 2016 and has held it in 38 quarters since. The position peaked at $967K in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Asset Planning Services Inc held 30,655 shares of Schwab U.S Small- Cap ETF worth $891K as of Q1 2026.
  • Asset Planning Services Inc bought 2,785 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $83.5K.
  • Schwab U.S Small- Cap ETF made up 0.39% of Asset Planning Services Inc's portfolio in Q1 2026, its #24 holding.
  • Asset Planning Services Inc first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Asset Planning Services Inc's Schwab U.S Small- Cap ETF position peaked at $967K in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.