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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
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 $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

HC Advisors's SCHA Position: Q1 2026 in Review

HC Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4% in Q1 2026, buying an estimated $55.9K and bringing the position to 48,864 shares worth $1.42M. The position accounts for 0.95% of the portfolio, ranked #21.

HC Advisors first reported a position in SCHA in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.6M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • HC Advisors held 48,864 shares of Schwab U.S Small- Cap ETF worth $1.42M as of Q1 2026.
  • HC Advisors bought 1,864 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $55.9K.
  • Schwab U.S Small- Cap ETF made up 0.95% of HC Advisors's portfolio in Q1 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 25 quarters since.
  • HC Advisors's Schwab U.S Small- Cap ETF position peaked at $2.6M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.