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HB Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

HB Wealth Management’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 		$10.6M Sell
292,233
-988
-0.3% -$32.6K 0.06% 162
2026
Q1 		$8.53M Buy
293,221
+5,072
+2% +$152K 0.06% 178
2025
Q4 		$8.21M Buy
288,149
+298
+0.1% +$8.41K 0.05% 179
2025
Q3 		$8.03M Buy
287,851
+9,601
+3% +$257K 0.05% 186
2025
Q2 		$7.04M Sell
278,250
-26,446
-9% -$625K 0.06% 179
2025
Q1 		$7.14M Buy
304,696
+6,067
+2% +$155K 0.06% 173
2024
Q4 		$7.72M Sell
298,629
-7,415
-2% -$197K 0.08% 121
2024
Q3 		$7.88M Buy
306,044
+22,336
+8% +$555K 0.08% 114
2024
Q2 		$6.73M Sell
283,708
-5,668
-2% -$134K 0.08% 121
2024
Q1 		$7.12M Sell
289,376
-2,766
-0.9% -$64.8K 0.09% 116
2023
Q4 		$6.9M Sell
292,142
-6,080
-2% -$128K 0.1% 108
2023
Q3 		$6.18M Buy
298,222
+2,668
+0.9% +$58.5K 0.1% 102
2023
Q2 		$6.47M Sell
295,554
-10,500
-3% -$219K 0.1% 101
2023
Q1 		$6.42M Buy
306,054
+4
+0% +$86 0.11% 99
2022
Q4 		$6.2M Buy
306,050
+14,270
+5% +$292K 0.11% 96
2022
Q3 		$5.51M Sell
291,780
-33,836
-10% -$708K 0.12% 92
2022
Q2 		$6.35M Buy
325,616
+177,796
+120% +$3.8M 0.13% 84
2022
Q1 		$3.5M Buy
147,820
+4,408
+3% +$104K 0.06% 132
2021
Q4 		$3.67M Buy
+143,412
New +$3.71M 0.07% 103

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HB Wealth Management's SCHA Position: Q2 2026 in Review

HB Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.34% in Q2 2026, selling an estimated $32.6K and leaving 292,233 shares worth $10.6M. The position accounts for 0.06% of the portfolio, ranked #162.

HB Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • HB Wealth Management held 292,233 shares of Schwab U.S Small- Cap ETF worth $10.6M as of Q2 2026.
  • HB Wealth Management sold 988 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $32.6K.
  • Schwab U.S Small- Cap ETF made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #162 holding.
  • HB Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.