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

Heartwood 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
Q3 		$1.77M Sell
54,392
-404
-0.7% -$13.8K 0.14% 75
2026
Q2 		$1.98M Buy
54,796
+7,857
+17% +$260K 0.15% 67
2026
Q1 		$1.36M Buy
46,939
+798
+2% +$23.9K 0.12% 81
2025
Q4 		$1.31M Buy
46,141
+253
+0.6% +$7.14K 0.12% 71
2025
Q3 		$1.28M Buy
45,888
+5,698
+14% +$152K 0.12% 74
2025
Q2 		$1.02M Buy
40,190
+30,028
+295% +$710K 0.11% 79
2025
Q1 		$238K Sell
10,162
-270
-3% -$6.88K 0.03% 163
2024
Q4 		$270K Hold
10,432
– – 0.03% 140
2024
Q3 		$269K Hold
10,432
– – 0.03% 143
2024
Q2 		$247K Hold
10,432
– – 0.03% 152
2024
Q1 		$257K Sell
10,432
-804
-7% -$18.8K 0.03% 126
2023
Q4 		$265K Sell
11,236
-52
-0.5% -$1.1K 0.04% 115
2023
Q3 		$234K Hold
11,288
– – 0.03% 119
2023
Q2 		$247K Hold
11,288
– – 0.04% 121
2023
Q1 		$237K Hold
11,288
– – 0.04% 114
2022
Q4 		$229K Buy
11,288
+290
+3% +$5.94K 0.04% 115
2022
Q3 		$208K Buy
+10,998
New +$230K 0.04% 109
2020
Q1 		– Sell
-17,216
Closed -$326K – 79
2019
Q4 		$326K Buy
+17,216
New +$312K 0.06% 67

Other funds holding SCHA

GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Heartwood Wealth Advisors's SCHA Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.74% in Q3 2026, selling an estimated $13.8K and leaving 54,392 shares worth $1.77M. The position accounts for 0.14% of the portfolio, ranked #75.

Heartwood Wealth Advisors first reported a position in SCHA in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.98M in Q2 2026. 16 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Heartwood Wealth Advisors held 54,392 shares of Schwab U.S Small- Cap ETF worth $1.77M as of Q3 2026.
  • Heartwood Wealth Advisors sold 404 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $13.8K.
  • Schwab U.S Small- Cap ETF made up 0.14% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #75 holding.
  • Heartwood Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 18 quarters since.
  • Heartwood Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $1.98M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.