LBMC Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $581K | Hold |
16,070
| – | – | 0.03% | 146 |
|
|
2026
Q1 | $467K | Hold |
16,070
| – | – | 0.03% | 153 |
|
|
2025
Q4 | $458K | Hold |
16,070
| – | – | 0.03% | 145 |
|
|
2025
Q3 | $448K | Sell |
16,070
-3,696
| -19% | -$98.8K | 0.03% | 147 |
|
|
2025
Q2 | $500K | Hold |
19,766
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $463K | Sell |
19,766
-185
| -0.9% | -$4.71K | 0.04% | 126 |
|
|
2024
Q4 | $516K | Buy |
19,951
+5
| +0% | +$133 | 0.04% | 117 |
|
|
2024
Q3 | $514K | Sell |
19,946
-288
| -1% | -$7.15K | 0.04% | 112 |
|
|
2024
Q2 | $480K | Hold |
20,234
| – | – | 0.04% | 107 |
|
|
2024
Q1 | $498K | Buy |
20,234
+2
| +0% | +$47 | 0.04% | 104 |
|
|
2023
Q4 | $478K | Buy |
20,232
+4
| +0% | +$84 | 0.05% | 96 |
|
|
2023
Q3 | $406K | Sell |
20,228
-770
| -4% | -$16.9K | 0.04% | 104 |
|
|
2023
Q2 | $460K | Buy |
20,998
+2
| +0% | +$42 | 0.05% | 102 |
|
|
2023
Q1 | $440K | Hold |
20,996
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $425K | Buy |
20,996
+958
| +5% | +$19.6K | 0.04% | 103 |
|
|
2022
Q3 | $379K | Sell |
20,038
-3,338
| -14% | -$69.8K | 0.04% | 102 |
|
|
2022
Q2 | $456K | Buy |
23,376
+7,220
| +45% | +$154K | 0.05% | 85 |
|
|
2022
Q1 | $383K | Hold |
16,156
| – | – | 0.03% | 104 |
|
|
2021
Q4 | $414K | Sell |
16,156
-44,164
| -73% | -$1.14M | 0.04% | 108 |
|
|
2021
Q3 | $402K | Buy |
60,320
+45,052
| +295% | +$1.14M | 0.04% | 105 |
|
|
2021
Q2 | $398K | Sell |
15,268
-1,532
| -9% | -$39.2K | 0.04% | 105 |
|
|
2021
Q1 | $419K | Buy |
16,800
+2,216
| +15% | +$54.5K | 0.04% | 87 |
|
|
2020
Q4 | $324K | Buy |
14,584
+1,440
| +11% | +$28.7K | 0.04% | 94 |
|
|
2020
Q3 | $225K | Hold |
13,144
| – | – | 0.03% | 105 |
|
|
2020
Q2 | $215K | Buy |
+13,144
| New | +$197K | 0.03% | 94 |
|
|
2020
Q1 | – | Sell |
-13,144
| Closed | -$249K | – | 103 |
|
|
2019
Q4 | $249K | Hold |
13,144
| – | – | 0.04% | 85 |
|
|
2019
Q3 | $229K | Hold |
13,144
| – | – | 0.03% | 83 |
|
|
2019
Q2 | $235K | Hold |
13,144
| – | – | 0.04% | 87 |
|
|
2019
Q1 | $230K | Buy |
+13,144
| New | +$225K | 0.04% | 87 |
|
|
2018
Q4 | – | Sell |
-13,144
| Closed | -$250K | – | 98 |
|
|
2018
Q3 | $250K | Buy |
13,144
+292
| +2% | +$5.57K | 0.04% | 90 |
|
|
2018
Q2 | $236K | Buy |
+12,852
| New | +$233K | 0.04% | 91 |
|
Other funds holding SCHA
AA
LBMC Investment Advisors's SCHA Position: Q2 2026 in Review
LBMC Investment Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 16,070 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #146.
LBMC Investment Advisors first reported a position in SCHA in Q2 2018 and has held it in 31 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- LBMC Investment Advisors held 16,070 shares of Schwab U.S Small- Cap ETF worth $581K as of Q2 2026.
- LBMC Investment Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
- Schwab U.S Small- Cap ETF made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #146 holding.
- LBMC Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 31 quarters since.
- 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.