HFS
SCHA icon

Hantz Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hantz Financial Services’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 		$37K Sell
1,277
-5
-0.4% -$150 ﹤0.01% 1662
2025
Q4 		$36K Buy
1,282
+442
+53% +$12.5K ﹤0.01% 1567
2025
Q3 		$23K Sell
840
-297
-26% -$7.94K ﹤0.01% 1518
2025
Q2 		$29K Buy
1,137
+600
+112% +$14.2K ﹤0.01% 1141
2025
Q1 		$13K Buy
537
+2
+0.4% +$51 ﹤0.01% 910
2024
Q4 		$14K Buy
535
+85
+19% +$2.26K ﹤0.01% 787
2024
Q3 		$12K Hold
450
– – ﹤0.01% 776
2024
Q2 		$11K Sell
450
-80
-15% -$1.9K ﹤0.01% 790
2024
Q1 		$13K Sell
530
-572
-52% -$13.4K ﹤0.01% 798
2023
Q4 		$26K Buy
1,102
+472
+75% +$9.95K ﹤0.01% 704
2023
Q3 		$13K Buy
630
+34
+6% +$746 ﹤0.01% 773
2023
Q2 		$13K Hold
596
– – ﹤0.01% 755
2023
Q1 		$13K Sell
596
-18
-3% -$387 ﹤0.01% 753
2022
Q4 		$12K Sell
614
-22
-3% -$451 ﹤0.01% 731
2022
Q3 		$12K Buy
636
+56
+10% +$1.17K ﹤0.01% 721
2022
Q2 		$11K Sell
580
-612
-51% -$13.1K ﹤0.01% 733
2022
Q1 		$28K Sell
1,192
-332
-22% -$7.84K ﹤0.01% 659
2021
Q4 		$39K Buy
1,524
+944
+163% +$24.4K ﹤0.01% 576
2021
Q3 		$15K Sell
580
-176
-23% -$4.47K ﹤0.01% 647
2021
Q2 		$20K Buy
756
+116
+18% +$2.97K ﹤0.01% 617
2021
Q1 		$16K Buy
640
+60
+10% +$1.48K ﹤0.01% 572
2020
Q4 		$13K Hold
580
– – ﹤0.01% 531
2020
Q3 		$10K Hold
580
– – ﹤0.01% 496
2020
Q2 		$9K Hold
580
– – ﹤0.01% 482
2020
Q1 		$7K Buy
+580
New +$9.86K ﹤0.01% 462

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

Hantz Financial Services's SCHA Position: Q1 2026 in Review

Hantz Financial Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.39% in Q1 2026, selling an estimated $150 and leaving 1,277 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Hantz Financial Services first reported a position in SCHA in Q1 2020 and has held it in 25 quarters since. The position peaked at $39K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Hantz Financial Services held 1,277 shares of Schwab U.S Small- Cap ETF worth $37K as of Q1 2026.
  • Hantz Financial Services sold 5 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $150.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1662 holding.
  • Hantz Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Hantz Financial Services's Schwab U.S Small- Cap ETF position peaked at $39K in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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