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L.J. Altfest & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

L.J. Altfest & Co’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 		$643K Sell
22,123
-1,396
-6% -$41.8K 0.07% 193
2025
Q4 		$670K Sell
23,519
-1,169
-5% -$33K 0.07% 184
2025
Q3 		$689K Buy
24,688
+800
+3% +$21.4K 0.08% 181
2025
Q2 		$604K Buy
23,888
+1,705
+8% +$40.3K 0.07% 195
2025
Q1 		$520K Buy
22,183
+3,969
+22% +$101K 0.07% 207
2024
Q4 		$471K Buy
18,214
+2,480
+16% +$66K 0.06% 215
2024
Q3 		$405K Sell
15,734
-5,424
-26% -$135K 0.05% 238
2024
Q2 		$502K Buy
21,158
+588
+3% +$13.9K 0.07% 198
2024
Q1 		$506K Sell
20,570
-250
-1% -$5.86K 0.07% 195
2023
Q4 		$492K Buy
20,820
+1,220
+6% +$25.7K 0.07% 188
2023
Q3 		$406K Buy
19,600
+566
+3% +$12.4K 0.06% 204
2023
Q2 		$417K Buy
19,034
+140
+0.7% +$2.92K 0.06% 202
2023
Q1 		$396K Buy
18,894
+190
+1% +$4.08K 0.06% 193
2022
Q4 		$379K Buy
18,704
+818
+5% +$16.8K 0.06% 183
2022
Q3 		$338K Buy
17,886
+1,060
+6% +$22.2K 0.06% 190
2022
Q2 		$328K Sell
16,826
-160
-0.9% -$3.42K 0.06% 190
2022
Q1 		$402K Sell
16,986
-186
-1% -$4.39K 0.07% 171
2021
Q4 		$440K Buy
17,172
+808
+5% +$20.9K 0.08% 166
2021
Q3 		$409K Buy
16,364
+76
+0.5% +$1.93K 0.09% 163
2021
Q2 		$424K Sell
16,288
-1,336
-8% -$34.2K 0.09% 160
2021
Q1 		$439K Sell
17,624
-176
-1% -$4.33K 0.1% 160
2020
Q4 		$396K Buy
17,800
+956
+6% +$19K 0.1% 157
2020
Q3 		$288K Buy
16,844
+112
+0.7% +$1.93K 0.08% 175
2020
Q2 		$273K Sell
16,732
-828
-5% -$12.4K 0.08% 169
2020
Q1 		$226K Buy
17,560
+112
+0.6% +$1.9K 0.07% 168
2019
Q4 		$330K Buy
17,448
+1,304
+8% +$23.6K 0.08% 143
2019
Q3 		$281K Buy
16,144
+56
+0.3% +$989 0.07% 144
2019
Q2 		$287K Buy
16,088
+132
+0.8% +$2.33K 0.08% 144
2019
Q1 		$279K Buy
+15,956
New +$273K 0.07% 153
2018
Q4 		– Sell
-11,204
Closed -$213K – 173
2018
Q3 		$213K Buy
11,204
+8
+0.1% +$153 0.06% 160
2018
Q2 		$206K Buy
+11,196
New +$203K 0.08% 154

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

L.J. Altfest & Co's SCHA Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.9% in Q1 2026, selling an estimated $41.8K and leaving 22,123 shares worth $643K. The position accounts for 0.07% of the portfolio, ranked #193.

L.J. Altfest & Co first reported a position in SCHA in Q2 2018 and has held it in 31 quarters since. The position peaked at $689K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • L.J. Altfest & Co held 22,123 shares of Schwab U.S Small- Cap ETF worth $643K as of Q1 2026.
  • L.J. Altfest & Co sold 1,396 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $41.8K.
  • Schwab U.S Small- Cap ETF made up 0.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #193 holding.
  • L.J. Altfest & Co first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 31 quarters since.
  • L.J. Altfest & Co's Schwab U.S Small- Cap ETF position peaked at $689K in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.