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Joseph P. Lucia & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Joseph P. Lucia & Associates’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 		$3.02M Sell
83,638
-120
-0.1% -$3.96K 0.91% 29
2026
Q1 		$2.44M Sell
83,758
-1,808
-2% -$54.2K 0.87% 36
2025
Q4 		$2.44M Sell
85,566
-3,000
-3% -$84.7K 0.88% 32
2025
Q3 		$2.47M Buy
88,566
+722
+0.8% +$19.3K 0.93% 33
2025
Q2 		$2.22M Sell
87,844
-6,120
-7% -$145K 0.91% 33
2025
Q1 		$2.2M Sell
93,964
-1,606
-2% -$40.9K 1.01% 34
2024
Q4 		$2.47M Sell
95,570
-996
-1% -$26.5K 1.1% 31
2024
Q3 		$2.49M Sell
96,566
-2,062
-2% -$51.2K 1.15% 29
2024
Q2 		$2.34M Sell
98,628
-3,718
-4% -$88.1K 1.2% 25
2024
Q1 		$2.52M Buy
102,346
+580
+0.6% +$13.6K 1.35% 23
2023
Q4 		$2.4M Buy
101,766
+2,826
+3% +$59.6K 1.5% 19
2023
Q3 		$2.05M Buy
98,940
+60
+0.1% +$1.32K 1.43% 23
2023
Q2 		$2.17M Sell
98,880
-3,076
-3% -$64.1K 1.45% 23
2023
Q1 		$2.14M Sell
101,956
-428
-0.4% -$9.2K 1.49% 21
2022
Q4 		$2.07M Sell
102,384
-2,150
-2% -$44.1K 1.55% 21
2022
Q3 		$1.98M Sell
104,534
-520
-0.5% -$10.9K 1.55% 23
2022
Q2 		$2.05M Sell
105,054
-10,260
-9% -$219K 1.45% 21
2022
Q1 		$2.73M Buy
115,314
+922
+0.8% +$21.8K 1.66% 15
2021
Q4 		$2.93M Buy
114,392
+16
+0% +$414 1.86% 14
2021
Q3 		$2.86M Sell
114,376
-1,728
-1% -$43.9K 1.7% 14
2021
Q2 		$3.02M Sell
116,104
-724
-0.6% -$18.5K 1.81% 12
2021
Q1 		$2.91M Buy
116,828
+1,704
+1% +$41.9K 1.3% 12
2020
Q4 		$2.56M Sell
115,124
-3,272
-3% -$65.1K 1.79% 13
2020
Q3 		$2.02M Sell
118,396
-6,912
-6% -$119K 1.89% 14
2020
Q2 		$2.05M Sell
125,308
-8,108
-6% -$121K 1.84% 13
2020
Q1 		$1.72M Sell
133,416
-20,496
-13% -$348K 1.91% 14
2019
Q4 		$2.91M Sell
153,912
-6,248
-4% -$113K 2.65% 6
2019
Q3 		$2.79M Sell
160,160
-13,388
-8% -$236K 2.88% 5
2019
Q2 		$3.1M Sell
173,548
-9,552,880
-98% -$169M 3.25% 2
2019
Q1 		$33.9K Buy
+9,726,428
New +$166M 2.52% 10

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

Joseph P. Lucia & Associates's SCHA Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.14% in Q2 2026, selling an estimated $3.96K and leaving 83,638 shares worth $3.02M. The position accounts for 0.91% of the portfolio, ranked #29.

Joseph P. Lucia & Associates first reported a position in SCHA in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.1M in Q2 2019. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Joseph P. Lucia & Associates held 83,638 shares of Schwab U.S Small- Cap ETF worth $3.02M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 120 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.96K.
  • Schwab U.S Small- Cap ETF made up 0.91% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #29 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Schwab U.S Small- Cap ETF position peaked at $3.1M in Q2 2019.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.