LC
SCHA icon

LTG Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

LTG Capital’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 		$2.38M Sell
65,910
-163
-0.2% -$5.39K 1.59% 12
2026
Q1 		$1.92M Buy
66,073
+338
+0.5% +$10.1K 1.47% 12
2025
Q4 		$1.87M Buy
65,735
+846
+1% +$23.9K 1.46% 12
2025
Q3 		$1.81M Buy
64,889
+4
+0% +$107 1.42% 14
2025
Q2 		$1.64M Buy
64,885
+826
+1% +$19.5K 1.4% 14
2025
Q1 		$1.5M Sell
64,059
-463
-0.7% -$11.8K 1.37% 15
2024
Q4 		$1.67M Buy
64,522
+12
+0% +$319 1.4% 15
2024
Q3 		$1.66M Buy
64,510
+242
+0.4% +$6.01K 1.38% 15
2024
Q2 		$1.52M Buy
64,268
+156
+0.2% +$3.7K 1.38% 15
2024
Q1 		$1.58M Sell
64,112
-860
-1% -$20.1K 1.35% 15
2023
Q4 		$1.53M Buy
64,972
+4
+0% +$84 1.41% 15
2023
Q3 		$1.35M Buy
64,968
+80
+0.1% +$1.75K 1.42% 15
2023
Q2 		$1.42M Buy
64,888
+64
+0.1% +$1.33K 1.4% 15
2023
Q1 		$1.36M Sell
64,824
-932
-1% -$20K 1.41% 15
2022
Q4 		$1.33M Buy
65,756
+3,198
+5% +$65.5K 1.44% 15
2022
Q3 		$1.18M Sell
62,558
-2,658
-4% -$55.6K 4.64% 6
2022
Q2 		$1.27M Buy
65,216
+2,374
+4% +$50.8K 1.43% 15
2022
Q1 		$1.49M Sell
62,842
-1,866
-3% -$44K 1.35% 15
2021
Q4 		$1.66M Buy
+64,708
New +$1.67M 1.4% 15

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

LTG Capital's SCHA Position: Q2 2026 in Review

LTG Capital reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.25% in Q2 2026, selling an estimated $5.39K and leaving 65,910 shares worth $2.38M. The position accounts for 1.59% of the portfolio, ranked #12.

LTG Capital first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 932 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • LTG Capital held 65,910 shares of Schwab U.S Small- Cap ETF worth $2.38M as of Q2 2026.
  • LTG Capital sold 163 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.39K.
  • Schwab U.S Small- Cap ETF made up 1.59% of LTG Capital's portfolio in Q2 2026, its #12 holding.
  • LTG Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 932 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on LTG Capital's 13F filing for Q2 2026, filed 5 Aug 2026.