LF
SCHA icon

LifePlan Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

LifePlan Financial’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 		$895K Sell
24,764
-898
-3% -$29.7K 0.63% 48
2026
Q1 		$746K Sell
25,662
-1,182
-4% -$35.4K 0.55% 59
2025
Q4 		$765K Sell
26,844
-581
-2% -$16.4K 0.59% 55
2025
Q3 		$765K Sell
27,425
-1,584
-5% -$42.4K 0.61% 55
2025
Q2 		$734K Buy
29,009
+25
+0.1% +$591 0.61% 49
2025
Q1 		$679K Buy
28,984
+1,769
+7% +$45.1K 0.59% 50
2024
Q4 		$704K Sell
27,215
-1,857
-6% -$49.4K 0.62% 48
2024
Q3 		$749K Sell
29,072
-598
-2% -$14.8K 0.64% 46
2024
Q2 		$704K Buy
29,670
+724
+3% +$17.2K 0.65% 48
2024
Q1 		$713K Buy
28,946
+774
+3% +$18.1K 0.65% 49
2023
Q4 		$665K Buy
+28,172
New +$594K 0.67% 48

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LifePlan Financial's SCHA Position: Q2 2026 in Review

LifePlan Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.5% in Q2 2026, selling an estimated $29.7K and leaving 24,764 shares worth $895K. The position accounts for 0.63% of the portfolio, ranked #48.

LifePlan Financial first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • LifePlan Financial held 24,764 shares of Schwab U.S Small- Cap ETF worth $895K as of Q2 2026.
  • LifePlan Financial sold 898 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $29.7K.
  • Schwab U.S Small- Cap ETF made up 0.63% of LifePlan Financial's portfolio in Q2 2026, its #48 holding.
  • LifePlan Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 932 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.