LTG Capital
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
Q3 		$2.15M Buy
66,040
+130
+0.2% +$4.45K 1.48% 12
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% +$1.76K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

LTG Capital's SCHA Position: Q3 2026 in Review

LTG Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.2% in Q3 2026, buying an estimated $4.45K and bringing the position to 66,040 shares worth $2.15M. The position accounts for 1.48% of the portfolio, ranked #12.

LTG Capital first reported a position in SCHA in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.38M in Q2 2026. 845 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • LTG Capital held 66,040 shares of Schwab U.S Small- Cap ETF worth $2.15M as of Q3 2026.
  • LTG Capital bought 130 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $4.45K.
  • Schwab U.S Small- Cap ETF made up 1.48% of LTG Capital's portfolio in Q3 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 20 quarters since.
  • LTG Capital's Schwab U.S Small- Cap ETF position peaked at $2.38M in Q2 2026.
  • 845 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on LTG Capital's 13F filing for Q3 2026, filed 4 Nov 2026.