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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
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lutz Financial Services's SCHA Position: Q1 2026 in Review

Lutz Financial Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3% in Q1 2026, selling an estimated $362K and leaving 396,280 shares worth $11.5M. The position accounts for 0.77% of the portfolio, ranked #34.

Lutz Financial Services first reported a position in SCHA in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.6M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Lutz Financial Services held 396,280 shares of Schwab U.S Small- Cap ETF worth $11.5M as of Q1 2026.
  • Lutz Financial Services sold 12,085 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $362K.
  • Schwab U.S Small- Cap ETF made up 0.77% of Lutz Financial Services's portfolio in Q1 2026, its #34 holding.
  • Lutz Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Lutz Financial Services's Schwab U.S Small- Cap ETF position peaked at $11.6M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.