Planning Project LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Planning Project LLC’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
2025 Q4	$91.2K	Buy	+3,202	New	+$90.4K	0.02%	52

Other funds holding SCHA

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

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

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

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Planning Project LLC's SCHA Position: Q4 2025 in Review

Planning Project LLC opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2025: 3,202 shares worth $91.2K. The stake represents 0.02% of the portfolio and ranks #52 among its holdings.

1,241 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

Planning Project LLC held 3,202 shares of Schwab U.S Small- Cap ETF worth $91.2K as of Q4 2025.
Schwab U.S Small- Cap ETF was a new Planning Project LLC position in Q4 2025.
Schwab U.S Small- Cap ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #52 holding.
1,241 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.