Lutz Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lutz Financial Services’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	$14.1M	Sell	390,473 -5,807	-1%	-$192K	0.86%	32
2026 Q1	$11.5M	Sell	396,280 -12,085	-3%	-$362K	0.77%	34
2025 Q4	$11.6M	Sell	408,365 -4,482	-1%	-$127K	0.79%	34
2025 Q3	$11.5M	Sell	412,847 -3,334	-0.8%	-$89.2K	0.83%	33
2025 Q2	$10.5M	Buy	416,181 +84,016	+25%	+$1.99M	0.82%	35
2025 Q1	$7.78M	Buy	332,165 +3,895	+1%	+$99.3K	0.64%	35
2024 Q4	$8.49M	Buy	328,270 +1,802	+0.6%	+$47.9K	0.69%	35
2024 Q3	$8.41M	Sell	326,468 -3,064	-0.9%	-$76.1K	0.68%	35
2024 Q2	$7.82M	Sell	329,532 -22,720	-6%	-$539K	0.68%	35
2024 Q1	$8.67M	Sell	352,252 -1,136	-0.3%	-$26.6K	0.76%	35
2023 Q4	$8.35M	Buy	353,388 +14,426	+4%	+$304K	0.78%	34
2023 Q3	$7.02M	Sell	338,962 -2,384	-0.7%	-$52.3K	0.76%	32
2023 Q2	$7.48M	Sell	341,346 -3,528	-1%	-$73.5K	0.8%	31
2023 Q1	$7.23M	Buy	344,874 +25,500	+8%	+$548K	0.83%	31
2022 Q4	$6.47M	Buy	319,374 +13,480	+4%	+$276K	0.79%	32
2022 Q3	$5.78M	Sell	305,894 -25,122	-8%	-$525K	0.79%	33
2022 Q2	$6.45M	Buy	331,016 +84,472	+34%	+$1.81M	0.86%	32
2022 Q1	$5.84M	Sell	246,544 -48,380	-16%	-$1.14M	0.72%	30
2021 Q4	$7.55M	Sell	294,924 -28,380	-9%	-$734K	0.93%	28
2021 Q3	$8.09M	Buy	323,304 +25,184	+8%	+$640K	1.05%	28
2021 Q2	$7.76M	Sell	298,120 -6,192	-2%	-$158K	1.03%	28
2021 Q1	$7.58M	Sell	304,312 -14,684	-5%	-$361K	1.12%	26
2020 Q4	$7.1M	Sell	318,996 -13,656	-4%	-$272K	1.17%	26
2020 Q3	$5.68M	Sell	332,652 -9,812	-3%	-$169K	1.1%	25
2020 Q2	$5.59M	Sell	342,464 -146,332	-30%	-$2.19M	1.14%	25
2020 Q1	$6.3M	Buy	488,796 +310,408	+174%	+$5.28M	1.4%	21
2019 Q4	$3.37M	Buy	178,388 +504	+0.3%	+$9.12K	0.6%	34
2019 Q3	$3.1M	Buy	177,884 +101,188	+132%	+$1.79M	0.59%	35
2019 Q2	$1.37M	Buy	76,696 +84	+0.1%	+$1.49K	0.27%	40
2019 Q1	$1.34M	Buy	76,612 +316	+0.4%	+$5.41K	0.27%	38
2018 Q4	$1.16M	Buy	+76,296	New	+$1.29M	0.26%	38

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lutz Financial Services's SCHA Position: Q2 2026 in Review

Lutz Financial Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.5% in Q2 2026, selling an estimated $192K and leaving 390,473 shares worth $14.1M. The position accounts for 0.86% of the portfolio, ranked #32.

Lutz Financial Services first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Lutz Financial Services held 390,473 shares of Schwab U.S Small- Cap ETF worth $14.1M as of Q2 2026.
Lutz Financial Services sold 5,807 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $192K.
Schwab U.S Small- Cap ETF made up 0.86% of Lutz Financial Services's portfolio in Q2 2026, its #32 holding.
Lutz Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.