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Lowery Thomas LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lowery Thomas LLC’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
Q1 		$679K Buy
23,347
+1,830
+9% +$54.9K 0.39% 41
2025
Q4 		$613K Buy
21,517
+865
+4% +$24.4K 0.35% 42
2025
Q3 		$576K Buy
20,652
+3,363
+19% +$89.9K 0.33% 43
2025
Q2 		$437K Sell
17,289
-15,770
-48% -$373K 0.28% 46
2025
Q1 		$775K Sell
33,059
-821
-2% -$20.9K 0.53% 37
2024
Q4 		$876K Buy
33,880
+572
+2% +$15.2K 0.57% 35
2024
Q3 		$858K Buy
33,308
+624
+2% +$15.5K 0.58% 35
2024
Q2 		$775K Buy
32,684
+68
+0.2% +$1.61K 0.57% 32
2024
Q1 		$803K Sell
32,616
-1,114
-3% -$26.1K 0.61% 30
2023
Q4 		$797K Buy
33,730
+1,952
+6% +$41.1K 0.68% 29
2023
Q3 		$658K Buy
31,778
+368
+1% +$8.07K 0.63% 32
2023
Q2 		$688K Buy
31,410
+4,066
+15% +$84.7K 0.68% 29
2023
Q1 		$573K Buy
27,344
+832
+3% +$17.9K 0.63% 30
2022
Q4 		$537K Buy
26,512
+2,672
+11% +$54.8K 0.64% 27
2022
Q3 		$451K Buy
23,840
+11,078
+87% +$232K 0.53% 34
2022
Q2 		$249K Buy
+12,762
New +$273K 0.24% 42

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lowery Thomas LLC's SCHA Position: Q1 2026 in Review

Lowery Thomas LLC increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.5% in Q1 2026, buying an estimated $54.9K and bringing the position to 23,347 shares worth $679K. The position accounts for 0.39% of the portfolio, ranked #41.

Lowery Thomas LLC first reported a position in SCHA in Q2 2022 and has held it in 16 quarters since. The position peaked at $876K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Lowery Thomas LLC held 23,347 shares of Schwab U.S Small- Cap ETF worth $679K as of Q1 2026.
  • Lowery Thomas LLC bought 1,830 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $54.9K.
  • Schwab U.S Small- Cap ETF made up 0.39% of Lowery Thomas LLC's portfolio in Q1 2026, its #41 holding.
  • Lowery Thomas LLC first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Lowery Thomas LLC's Schwab U.S Small- Cap ETF position peaked at $876K in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.