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LVW Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

LVW Advisors’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 		$1.82M Sell
50,375
-11,264
-18% -$372K 0.16% 80
2026
Q1 		$1.79M Sell
61,639
-1,646
-3% -$49.3K 0.17% 68
2025
Q4 		$1.8M Sell
63,285
-3,472
-5% -$98K 0.18% 70
2025
Q3 		$1.86M Sell
66,757
-5,883
-8% -$157K 0.19% 71
2025
Q2 		$1.84M Sell
72,640
-23,400
-24% -$553K 0.2% 70
2025
Q1 		$2.25M Sell
96,040
-41,244
-30% -$1.05M 0.27% 49
2024
Q4 		$3.55M Sell
137,284
-2,454
-2% -$65.3K 0.43% 38
2024
Q3 		$3.6M Sell
139,738
-124,398
-47% -$3.09M 0.46% 35
2024
Q2 		$6.27M Buy
264,136
+10,132
+4% +$240K 0.92% 20
2024
Q1 		$6.25M Buy
254,004
+23,460
+10% +$550K 1.06% 15
2023
Q4 		$5.45M Buy
230,544
+7,146
+3% +$151K 1.02% 14
2023
Q3 		$4.63M Buy
223,398
+9,000
+4% +$197K 0.95% 20
2023
Q2 		$4.7M Buy
214,398
+19,918
+10% +$415K 0.9% 22
2023
Q1 		$4.08M Buy
194,480
+15,744
+9% +$338K 0.8% 31
2022
Q4 		$3.62M Buy
178,736
+2,456
+1% +$50.3K 0.74% 38
2022
Q3 		$3.33M Sell
176,280
-1,612
-0.9% -$33.7K 0.74% 36
2022
Q2 		$3.47M Sell
177,892
-57,316
-24% -$1.23M 0.71% 41
2022
Q1 		$5.57M Buy
235,208
+3,488
+2% +$82.3K 0.94% 22
2021
Q4 		$5.93M Sell
231,720
-26,084
-10% -$675K 1.01% 18
2021
Q3 		$6.45M Sell
257,804
-45,124
-15% -$1.15M 1.11% 15
2021
Q2 		$7.89M Buy
302,928
+5,060
+2% +$129K 1.4% 11
2021
Q1 		$7.42M Buy
297,868
+60,828
+26% +$1.5M 1.43% 11
2020
Q4 		$5.27M Sell
237,040
-1,908
-0.8% -$38K 1.06% 19
2020
Q3 		$4.08M Sell
238,948
-13,984
-6% -$241K 0.9% 29
2020
Q2 		$4.13M Sell
252,932
-521,944
-67% -$7.82M 1% 24
2020
Q1 		$9.98M Buy
774,876
+718,292
+1,269% +$12.2M 2.66% 9
2019
Q4 		$1.07M Buy
56,584
+13,216
+30% +$239K 0.24% 70
2019
Q3 		$756K Sell
43,368
-21,448
-33% -$379K 0.19% 79
2019
Q2 		$1.16M Sell
64,816
-3,748
-5% -$66.3K 0.32% 56
2019
Q1 		$1.2M Buy
68,564
+2,172
+3% +$37.2K 0.32% 60
2018
Q4 		$1.01M Buy
+66,392
New +$1.12M 0.34% 55

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

LVW Advisors's SCHA Position: Q2 2026 in Review

LVW Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 18% in Q2 2026, selling an estimated $372K and leaving 50,375 shares worth $1.82M. The position accounts for 0.16% of the portfolio, ranked #80.

LVW Advisors first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.98M in Q1 2020. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • LVW Advisors held 50,375 shares of Schwab U.S Small- Cap ETF worth $1.82M as of Q2 2026.
  • LVW Advisors sold 11,264 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $372K.
  • Schwab U.S Small- Cap ETF made up 0.16% of LVW Advisors's portfolio in Q2 2026, its #80 holding.
  • LVW Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • LVW Advisors's Schwab U.S Small- Cap ETF position peaked at $9.98M in Q1 2020.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.