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

HCR Wealth 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	$526K	Buy	14,557 +2	+0%	+$66	0.05%	156
2026 Q1	$423K	Buy	14,555 +2	+0%	+$60	0.04%	165
2025 Q4	$414K	Buy	14,553 +2,162	+17%	+$61.1K	0.04%	173
2025 Q3	$348K	Buy	12,391 +2	+0%	+$53	0.04%	183
2025 Q2	$313K	Buy	12,389 +3	+0%	+$71	0.04%	182
2025 Q1	$290K	Buy	12,386 +2	+0%	+$51	0.04%	183
2024 Q4	$320K	Buy	12,384 +6	+0%	+$160	0.04%	174
2024 Q3	$319K	Buy	12,378 +2,536	+26%	+$63K	0.04%	176
2024 Q2	$234K	Hold	9,842	–	–	0.03%	198
2024 Q1	$242K	Sell	9,842 -48	-0.5%	-$1.13K	0.04%	193
2023 Q4	$234K	Buy	+9,890	New	+$208K	0.04%	181
2021 Q1	–	Sell	-2,732	Closed	-$61K	–	252
2020 Q4	$61K	Buy	2,732 +148	+6%	+$2.95K	0.01%	202
2020 Q3	$44K	Sell	2,584 -452	-15%	-$7.78K	0.01%	185
2020 Q2	$49K	Sell	3,036 -4,992	-62%	-$74.7K	0.01%	179
2020 Q1	$103K	Hold	8,028	–	–	0.03%	156
2019 Q4	$152K	Buy	+8,028	New	+$145K	0.04%	159

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HCR Wealth Advisors's SCHA Position: Q2 2026 in Review

HCR Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q2 2026, buying an estimated $66 and bringing the position to 14,557 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #156.

HCR Wealth Advisors first reported a position in SCHA in Q4 2019 and has held it in 16 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

HCR Wealth Advisors held 14,557 shares of Schwab U.S Small- Cap ETF worth $526K as of Q2 2026.
HCR Wealth Advisors bought 2 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $66.
Schwab U.S Small- Cap ETF made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #156 holding.
HCR Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 16 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.