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Halbert Hargrove Global Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Halbert Hargrove Global 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 		– Sell
-918
Closed -$21.5K – 590
2025
Q1 		$21.5K Buy
+918
New +$23.4K ﹤0.01% 196

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Halbert Hargrove Global Advisors's SCHA Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 918 shares — an estimated $21.5K sold.

Halbert Hargrove Global Advisors first reported a position in SCHA in Q1 2025 and held it in 1 quarter. The position peaked at $21.5K in Q1 2025. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 918 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $21.5K.
  • Halbert Hargrove Global Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Schwab U.S Small- Cap ETF position peaked at $21.5K in Q1 2025.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.