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Litman Gregory Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$559K Sell
19,635
-1,237
-6% -$34.9K 0.04% 95
2025
Q3 		$582K Sell
20,872
-765
-4% -$20.5K 0.04% 90
2025
Q2 		$547K Sell
21,637
-14,069
-39% -$333K 0.04% 89
2025
Q1 		$837K Sell
35,706
-932
-3% -$23.8K 0.07% 77
2024
Q4 		$947K Hold
36,638
– – 0.08% 72
2024
Q3 		$943K Hold
36,638
– – 0.08% 73
2024
Q2 		$869K Hold
36,638
– – 0.08% 75
2024
Q1 		$902K Buy
36,638
+3,880
+12% +$90.9K 0.08% 75
2023
Q4 		$774K Buy
32,758
+1,034
+3% +$21.8K 0.07% 77
2023
Q3 		$657K Sell
31,724
-5,756
-15% -$126K 0.07% 78
2023
Q2 		$821K Buy
+37,480
New +$781K 0.1% 47
2023
Q1 		– Sell
-36,580
Closed -$741K – 82
2022
Q4 		$741K Sell
36,580
-1,412
-4% -$28.9K 0.1% 50
2022
Q3 		$718K Sell
37,992
-9,958
-21% -$208K 0.11% 44
2022
Q2 		$935K Buy
47,950
+2,300
+5% +$49.2K 0.14% 50
2022
Q1 		$1.08M Sell
45,650
-1,258
-3% -$29.7K 0.16% 46
2021
Q4 		$1.2M Sell
46,908
-3,960
-8% -$102K 0.2% 43
2021
Q3 		$1.27M Buy
50,868
+45,592
+864% +$1.16M 0.24% 40
2021
Q2 		$1.32M Sell
5,276
-43,964
-89% -$1.12M 0.25% 39
2021
Q1 		$1.23M Hold
49,240
– – 0.24% 39
2020
Q4 		$1.1M Hold
49,240
– – 0.2% 41
2020
Q3 		$841K Hold
49,240
– – 0.17% 42
2020
Q2 		$804K Buy
49,240
+6,808
+16% +$102K 0.18% 42
2020
Q1 		$547K Buy
42,432
+36,860
+662% +$626K 0.14% 38
2019
Q4 		$105K Buy
+5,572
New +$101K 0.02% 72

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Litman Gregory Wealth Management's SCHA Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.9% in Q4 2025, selling an estimated $34.9K and leaving 19,635 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #95.

Litman Gregory Wealth Management first reported a position in SCHA in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.32M in Q2 2021. 1,241 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Litman Gregory Wealth Management held 19,635 shares of Schwab U.S Small- Cap ETF worth $559K as of Q4 2025.
  • Litman Gregory Wealth Management sold 1,237 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $34.9K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #95 holding.
  • Litman Gregory Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • Litman Gregory Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.32M in Q2 2021.
  • 1,241 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.