Hamilton Point Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hamilton Point Investment 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 Q1	$30.9K	Hold	1,064	–	–	﹤0.01%	169
2025 Q4	$30.3K	Hold	1,064	–	–	﹤0.01%	171
2025 Q3	$29.7K	Hold	1,064	–	–	﹤0.01%	146
2025 Q2	$26.9K	Hold	1,064	–	–	﹤0.01%	146
2025 Q1	$24.9K	Sell	1,064 -229	-18%	-$5.84K	﹤0.01%	141
2024 Q4	$33.4K	Buy	1,293 +229	+22%	+$6.09K	0.01%	140
2024 Q3	$27.4K	Hold	1,064	–	–	﹤0.01%	145
2024 Q2	$25.3K	Hold	1,064	–	–	﹤0.01%	134
2024 Q1	$26.2K	Hold	1,064	–	–	0.01%	136
2023 Q4	$25.1K	Buy	+1,064	New	+$22.4K	0.01%	139

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Hamilton Point Investment Advisors's SCHA Position: Q1 2026 in Review

Hamilton Point Investment Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 1,064 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Hamilton Point Investment Advisors first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.4K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Hamilton Point Investment Advisors held 1,064 shares of Schwab U.S Small- Cap ETF worth $30.9K as of Q1 2026.
Hamilton Point Investment Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q1 2026, its #169 holding.
Hamilton Point Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Hamilton Point Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $33.4K in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.