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

LifeSteps 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 		$421K Sell
11,662
-602
-5% -$19.9K 0.2% 64
2026
Q1 		$357K Sell
12,264
-43
-0.3% -$1.29K 0.23% 67
2025
Q4 		$351K Sell
12,307
-49
-0.4% -$1.38K 0.22% 67
2025
Q3 		$345K Buy
12,356
+519
+4% +$13.9K 0.22% 69
2025
Q2 		$299K Buy
11,837
+2,139
+22% +$50.6K 0.21% 73
2025
Q1 		$227K Sell
9,698
-923
-9% -$23.5K 0.18% 76
2024
Q4 		$275K Sell
10,621
-589
-5% -$15.7K 0.21% 69
2024
Q3 		$289K Buy
11,210
+6
+0.1% +$149 0.23% 68
2024
Q2 		$266K Buy
11,204
+674
+6% +$16K 0.22% 68
2024
Q1 		$259K Sell
10,530
-142
-1% -$3.33K 0.2% 70
2023
Q4 		$252K Sell
10,672
-206
-2% -$4.34K 0.22% 69
2023
Q3 		$225K Sell
10,878
-266
-2% -$5.84K 0.23% 66
2023
Q2 		$244K Buy
11,144
+2
+0% +$42 0.24% 63
2023
Q1 		$234K Sell
11,142
-304
-3% -$6.53K 0.25% 62
2022
Q4 		$232K Sell
11,446
-292
-2% -$5.98K 0.24% 63
2022
Q3 		$222K Sell
11,738
-750
-6% -$15.7K 0.25% 68
2022
Q2 		$243K Sell
12,488
-90
-0.7% -$1.92K 0.25% 64
2022
Q1 		$298K Sell
12,578
-146
-1% -$3.45K 0.22% 66
2021
Q4 		$326K Buy
12,724
+4
+0% +$103 0.23% 62
2021
Q3 		$318K Hold
12,720
– – 0.24% 59
2021
Q2 		$331K Buy
12,720
+84
+0.7% +$2.15K 0.25% 59
2021
Q1 		$315K Sell
12,636
-188
-1% -$4.62K 0.26% 63
2020
Q4 		$285K Sell
12,824
-408
-3% -$8.12K 0.26% 62
2020
Q3 		$226K Sell
13,232
-368
-3% -$6.33K 0.24% 70
2020
Q2 		$222K Buy
+13,600
New +$204K 0.26% 65
2020
Q1 		– Sell
-15,232
Closed -$288K – 93
2019
Q4 		$288K Buy
+15,232
New +$276K 0.27% 68

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

LifeSteps Financial's SCHA Position: Q2 2026 in Review

LifeSteps Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.9% in Q2 2026, selling an estimated $19.9K and leaving 11,662 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #64.

LifeSteps Financial first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. 647 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • LifeSteps Financial held 11,662 shares of Schwab U.S Small- Cap ETF worth $421K as of Q2 2026.
  • LifeSteps Financial sold 602 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $19.9K.
  • Schwab U.S Small- Cap ETF made up 0.2% of LifeSteps Financial's portfolio in Q2 2026, its #64 holding.
  • LifeSteps Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 647 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.