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

Luminvest 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
2026 Q3	$834K	Sell	25,544 -236	-0.9%	-$8.07K	0.22%	24
2026 Q2	$931K	Hold	25,780	–	–	0.22%	24
2026 Q1	$750K	Hold	25,780	–	–	0.2%	26
2025 Q4	$734K	Hold	25,780	–	–	0.2%	27
2025 Q3	$719K	Buy	25,780 +236	+0.9%	+$6.31K	0.23%	25
2025 Q2	$646K	Sell	25,544 -519	-2%	-$12.3K	0.23%	25
2025 Q1	$611K	Sell	26,063 -731	-3%	-$18.6K	0.25%	23
2024 Q4	$693K	Buy	26,794 +1,018	+4%	+$27.1K	0.28%	21
2024 Q3	$664K	Hold	25,776	–	–	0.28%	22
2024 Q2	$612K	Hold	25,776	–	–	0.29%	22
2024 Q1	$635K	Hold	25,776	–	–	0.4%	14
2023 Q4	$609K	Buy	+25,776	New	+$543K	0.4%	16

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Luminvest Wealth Management's SCHA Position: Q3 2026 in Review

Luminvest Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.92% in Q3 2026, selling an estimated $8.07K and leaving 25,544 shares worth $834K. The position accounts for 0.22% of the portfolio, ranked #24.

Luminvest Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 12 quarters since. The position peaked at $931K in Q2 2026. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Luminvest Wealth Management held 25,544 shares of Schwab U.S Small- Cap ETF worth $834K as of Q3 2026.
Luminvest Wealth Management sold 236 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $8.07K.
Schwab U.S Small- Cap ETF made up 0.22% of Luminvest Wealth Management's portfolio in Q3 2026, its #24 holding.
Luminvest Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 12 quarters since.
Luminvest Wealth Management's Schwab U.S Small- Cap ETF position peaked at $931K in Q2 2026.
1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.