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HC Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

HC 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 		$1.88M Buy
52,014
+3,150
+6% +$104K 1.14% 21
2026
Q1 		$1.42M Buy
48,864
+1,864
+4% +$55.9K 0.95% 21
2025
Q4 		$1.34M Sell
47,000
-5,815
-11% -$164K 0.93% 22
2025
Q3 		$1.47M Sell
52,815
-49,333
-48% -$1.32M 1.04% 22
2025
Q2 		$2.58M Sell
102,148
-66
-0.1% -$1.56K 1.83% 17
2025
Q1 		$2.39M Buy
102,214
+1,610
+2% +$41K 1.79% 17
2024
Q4 		$2.6M Buy
100,604
+7,266
+8% +$193K 2.09% 16
2024
Q3 		$2.4M Buy
93,338
+378
+0.4% +$9.38K 1.98% 15
2024
Q2 		$2.21M Sell
92,960
-2,920
-3% -$69.2K 2.03% 15
2024
Q1 		$2.36M Buy
95,880
+2,370
+3% +$55.5K 1.13% 22
2023
Q4 		$2.21M Buy
93,510
+4,962
+6% +$105K 1.24% 21
2023
Q3 		$1.83M Sell
88,548
-7,418
-8% -$163K 1.09% 24
2023
Q2 		$2.1M Buy
95,966
+2,980
+3% +$62.1K 1.22% 22
2023
Q1 		$1.95M Sell
92,986
-1,216
-1% -$26.1K 1.2% 21
2022
Q4 		$1.91M Sell
94,202
-2,446
-3% -$50.1K 1.3% 19
2022
Q3 		$1.83M Buy
96,648
+2,138
+2% +$44.7K 1.26% 19
2022
Q2 		$1.84M Buy
94,510
+5,288
+6% +$113K 1.31% 19
2022
Q1 		$2.11M Buy
89,222
+7,150
+9% +$169K 1.34% 19
2021
Q4 		$2.1M Buy
82,072
+2,780
+4% +$71.9K 1.29% 19
2021
Q3 		$1.98M Buy
79,292
+4,240
+6% +$108K 1.3% 18
2021
Q2 		$1.96M Buy
75,052
+748
+1% +$19.1K 1.2% 18
2021
Q1 		$1.85M Buy
74,304
+936
+1% +$23K 1.2% 18
2020
Q4 		$1.63M Buy
73,368
+36
+0% +$717 1.12% 19
2020
Q3 		$1.25M Sell
73,332
-6,852
-9% -$118K 1.01% 21
2020
Q2 		$1.31M Buy
+80,184
New +$1.2M 1.09% 23
2020
Q1 		– Sell
-36,612
Closed -$692K – 48
2019
Q4 		$692K Buy
+36,612
New +$662K 0.71% 29

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

HC Advisors's SCHA Position: Q2 2026 in Review

HC Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.4% in Q2 2026, buying an estimated $104K and bringing the position to 52,014 shares worth $1.88M. The position accounts for 1.14% of the portfolio, ranked #21.

HC Advisors first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.6M in Q4 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • HC Advisors held 52,014 shares of Schwab U.S Small- Cap ETF worth $1.88M as of Q2 2026.
  • HC Advisors bought 3,150 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $104K.
  • Schwab U.S Small- Cap ETF made up 1.14% of HC Advisors's portfolio in Q2 2026, its #21 holding.
  • HC Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • HC Advisors's Schwab U.S Small- Cap ETF position peaked at $2.6M in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.