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 Q2	$38.4K	Hold	1,064	–	–	0.01%	175
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 $41.9B AUM 18.91% 1-Year Est. Return

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

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

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

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Hamilton Point Investment Advisors's SCHA Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 1,064 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #175.

Hamilton Point Investment Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Hamilton Point Investment Advisors held 1,064 shares of Schwab U.S Small- Cap ETF worth $38.4K as of Q2 2026.
Hamilton Point Investment Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #175 holding.
Hamilton Point Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.