Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Thrivent Financial for Lutherans’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 		$1.62M Buy
55,810
+2,504
+5% +$75.1K ﹤0.01% 1588
2025
Q4 		$1.53M Buy
53,306
+12,607
+31% +$356K ﹤0.01% 1650
2025
Q3 		$1.14M Sell
40,699
-204,323
-83% -$5.46M ﹤0.01% 1709
2025
Q2 		$6.2M Sell
245,022
-208,532
-46% -$4.93M 0.01% 735
2025
Q1 		$11.7M Buy
453,554
+75,376
+20% +$1.92M 0.03% 553
2024
Q4 		$10.3M Buy
378,178
+4,268
+1% +$114K 0.02% 649
2024
Q3 		$9.63M Sell
373,910
-301,848
-45% -$7.49M 0.02% 688
2024
Q2 		$16M Sell
675,758
-3,772
-0.6% -$89.4K 0.03% 517
2024
Q1 		$16.7M Sell
679,530
-73,046
-10% -$1.71M 0.03% 507
2023
Q4 		$17.8M Sell
752,576
-43,552
-5% -$918K 0.04% 466
2023
Q3 		$16.6M Buy
796,128
+145,146
+22% +$3.19M 0.04% 460
2023
Q2 		$14.2M Buy
650,982
+5,598
+0.9% +$117K 0.03% 524
2023
Q1 		$13.3M Buy
645,384
+305,300
+90% +$6.56M 0.03% 537
2022
Q4 		$6.91M Sell
340,084
-376,566
-53% -$7.72M 0.02% 702
2022
Q3 		$13.6M Buy
716,650
+83,038
+13% +$1.74M 0.04% 494
2022
Q2 		$12.4M Buy
633,612
+74,504
+13% +$1.59M 0.03% 541
2022
Q1 		$13.2M Buy
+559,108
New +$13.2M 0.03% 589
2021
Q4 		– Hold
0
– – – 1024
2021
Q3 		– Hold
0
– – – 987
2021
Q2 		– Hold
0
– – – 1049
2021
Q1 		– Hold
0
– – – 885
2020
Q4 		– Hold
0
– – – 914
2020
Q3 		– Hold
0
– – – 2085
2020
Q2 		– Hold
0
– – – 1699
2020
Q1 		– Sell
-12,984
Closed -$221K – 1485
2019
Q4 		$9.88M Buy
12,984
+680
+6% +$12.3K 0.03% 567
2019
Q3 		$14.5M Buy
12,304
+84
+0.7% +$1.48K 0.05% 404
2019
Q2 		$12.6M Hold
12,220
– – 0.04% 457
2019
Q1 		$8.89M Sell
12,220
-32
-0.3% -$548 0.03% 517
2018
Q4 		$233K Hold
12,252
– – ﹤0.01% 1901
2018
Q3 		$233K Buy
12,252
+252
+2% +$4.8K ﹤0.01% 1942
2018
Q2 		$221K Hold
12,000
– – ﹤0.01% 1950
2018
Q1 		$207K Buy
+12,000
New +$212K ﹤0.01% 1948

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

Thrivent Financial for Lutherans's SCHA Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.7% in Q1 2026, buying an estimated $75.1K and bringing the position to 55,810 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Thrivent Financial for Lutherans first reported a position in SCHA in Q1 2018 and has held it in 25 quarters since. The position peaked at $17.8M in Q4 2023. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Thrivent Financial for Lutherans held 55,810 shares of Schwab U.S Small- Cap ETF worth $1.62M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 2,504 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $75.1K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1588 holding.
  • Thrivent Financial for Lutherans first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 25 quarters since.
  • Thrivent Financial for Lutherans's Schwab U.S Small- Cap ETF position peaked at $17.8M in Q4 2023.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.