Hazlett, Burt & Watson’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hazlett, Burt & Watson’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	$2K	Hold	59	–	–	﹤0.01%	861
2025 Q4	$2K	Hold	59	–	–	﹤0.01%	868
2025 Q3	$2K	Sell	59 -117	-66%	-$3.13K	﹤0.01%	819
2025 Q2	$4K	Sell	176 -80	-31%	-$1.89K	﹤0.01%	685
2025 Q1	$6K	Sell	256 -40	-14%	-$1.02K	﹤0.01%	639
2024 Q4	$8K	Hold	296	–	–	﹤0.01%	574
2024 Q3	$8K	Sell	296 -302	-51%	-$7.5K	﹤0.01%	552
2024 Q2	$14K	Sell	598 -62	-9%	-$1.47K	0.01%	492
2024 Q1	$16K	Hold	660	–	–	0.01%	464
2023 Q4	$16K	Hold	660	–	–	0.01%	446
2023 Q3	$14K	Buy	660 +40	+6%	+$878	0.01%	462
2023 Q2	$14K	Hold	620	–	–	0.01%	445
2023 Q1	$13K	Sell	620 -370	-37%	-$7.95K	0.01%	426
2022 Q4	$20K	Buy	990 +216	+28%	+$4.43K	0.02%	388
2022 Q3	$15K	Buy	774 +154	+25%	+$3.22K	0.01%	416
2022 Q2	$12K	Hold	620	–	–	0.01%	440
2022 Q1	$15K	Buy	+620	New	+$14.6K	0.01%	427

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

Hazlett, Burt & Watson's SCHA Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 59 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Hazlett, Burt & Watson first reported a position in SCHA in Q1 2022 and has held it in 17 quarters since. The position peaked at $20K in Q4 2022. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Hazlett, Burt & Watson held 59 shares of Schwab U.S Small- Cap ETF worth $2K as of Q1 2026.
Hazlett, Burt & Watson 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 Hazlett, Burt & Watson's portfolio in Q1 2026, its #861 holding.
Hazlett, Burt & Watson first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Schwab U.S Small- Cap ETF position peaked at $20K in Q4 2022.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.