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

DHK Financial 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
2025 Q2	$361K	Sell	14,273 -2,354	-14%	-$55.7K	0.21%	75
2025 Q1	$390K	Sell	16,627 -1,698	-9%	-$43.3K	0.21%	72
2024 Q4	$474K	Sell	18,325 -5,021	-22%	-$134K	0.29%	59
2024 Q3	$601K	Sell	23,346 -1,450	-6%	-$36K	0.37%	45
2024 Q2	$590K	Sell	24,796 -7,466	-23%	-$177K	0.41%	41
2024 Q1	$794K	Buy	+32,262	New	+$756K	0.56%	48

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

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 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

DHK Financial Advisors's SCHA Position: Q2 2025 in Review

DHK Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q2 2025, selling an estimated $55.7K and leaving 14,273 shares worth $361K. The position accounts for 0.21% of the portfolio, ranked #75.

DHK Financial Advisors first reported a position in SCHA in Q1 2024 and has held it in 6 quarters since. The position peaked at $794K in Q1 2024. 1,139 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

DHK Financial Advisors held 14,273 shares of Schwab U.S Small- Cap ETF worth $361K as of Q2 2025.
DHK Financial Advisors sold 2,354 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $55.7K.
Schwab U.S Small- Cap ETF made up 0.21% of DHK Financial Advisors's portfolio in Q2 2025, its #75 holding.
DHK Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 6 quarters since.
DHK Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $794K in Q1 2024.
1,139 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.