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 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 $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Luminvest Wealth Management's SCHA Position: Q1 2026 in Review

Luminvest Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 25,780 shares worth $750K. The position accounts for 0.2% of the portfolio, ranked #26.

Luminvest Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Luminvest Wealth Management held 25,780 shares of Schwab U.S Small- Cap ETF worth $750K as of Q1 2026.
Luminvest Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.2% of Luminvest Wealth Management's portfolio in Q1 2026, its #26 holding.
Luminvest Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.