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

Wealth Enhancement Advisory Services

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CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return