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Hemington Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$8K Hold
292
– – ﹤0.01% 986
2025
Q2 		$7K Hold
292
– – ﹤0.01% 999
2025
Q1 		$6K Hold
292
– – ﹤0.01% 1001
2024
Q4 		$7K Sell
292
-292
-50% -$7.77K ﹤0.01% 915
2024
Q3 		$7K Buy
+584
New +$14.5K ﹤0.01% 838

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Hemington Wealth Management's SCHA Position: Q3 2025 in Review

Hemington Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2025 at 292 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Hemington Wealth Management first reported a position in SCHA in Q3 2024 and has held it in 5 quarters since. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Hemington Wealth Management held 292 shares of Schwab U.S Small- Cap ETF worth $8K as of Q3 2025.
  • Hemington Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2025.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #986 holding.
  • Hemington Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.