Lowe Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lowe Wealth Advisors’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 Q3	$39.3K	Buy	1,409 +70	+5%	+$1.87K	0.01%	159
2025 Q2	$33.9K	Hold	1,339	–	–	0.01%	163
2025 Q1	$31.4K	Hold	1,339	–	–	0.01%	162
2024 Q4	$34.6K	Buy	+1,339	New	+$35.6K	0.01%	152
2024 Q2	–	Sell	-800	Closed	-$19.7K	–	326
2024 Q1	$19.7K	Hold	800	–	–	0.01%	166
2023 Q4	$18.9K	Sell	800 -240	-23%	-$5.06K	0.01%	162
2023 Q3	$21.5K	Hold	1,040	–	–	0.01%	147
2023 Q2	$22.8K	Hold	1,040	–	–	0.01%	152
2023 Q1	$21.8K	Hold	1,040	–	–	0.01%	146
2022 Q4	$21.1K	Hold	1,040	–	–	0.01%	150
2022 Q3	$20K	Hold	1,040	–	–	0.01%	147
2022 Q2	$20K	Sell	1,040 -126	-11%	-$2.69K	0.01%	139
2022 Q1	$28K	Buy	+1,166	New	+$27.5K	0.01%	132

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lowe Wealth Advisors's SCHA Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.2% in Q3 2025, buying an estimated $1.87K and bringing the position to 1,409 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #159.

Lowe Wealth Advisors first reported a position in SCHA in Q1 2022 and has held it in 13 quarters since. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

Lowe Wealth Advisors held 1,409 shares of Schwab U.S Small- Cap ETF worth $39.3K as of Q3 2025.
Lowe Wealth Advisors bought 70 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $1.87K.
Schwab U.S Small- Cap ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #159 holding.
Lowe Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 13 quarters since.
1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.