HI
SCHA icon

Hendershot Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hendershot Investments’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 		$752K Buy
25,852
+270
+1% +$8.09K 0.1% 70
2025
Q4 		$729K Buy
25,582
+1,293
+5% +$36.5K 0.09% 69
2025
Q3 		$678K Sell
24,289
-286
-1% -$7.65K 0.09% 74
2025
Q2 		$622K Buy
24,575
+932
+4% +$22K 0.08% 79
2025
Q1 		$554K Buy
23,643
+686
+3% +$17.5K 0.08% 84
2024
Q4 		$594K Buy
22,957
+337
+1% +$8.97K 0.08% 81
2024
Q3 		$582K Sell
22,620
-416
-2% -$10.3K 0.08% 82
2024
Q2 		$547K Buy
23,036
+440
+2% +$10.4K 0.08% 82
2024
Q1 		$556K Buy
22,596
+374
+2% +$8.76K 0.08% 76
2023
Q4 		$525K Buy
22,222
+1,128
+5% +$23.8K 0.08% 80
2023
Q3 		$437K Buy
21,094
+520
+3% +$11.4K 0.07% 86
2023
Q2 		$451K Buy
20,574
+1,572
+8% +$32.8K 0.07% 88
2023
Q1 		$398K Sell
19,002
-364
-2% -$7.82K 0.07% 94
2022
Q4 		$392K Buy
19,366
+1,004
+5% +$20.6K 0.07% 99
2022
Q3 		$347K Sell
18,362
-72
-0.4% -$1.51K 0.07% 104
2022
Q2 		$359K Buy
18,434
+958
+5% +$20.5K 0.06% 105
2022
Q1 		$414K Sell
17,476
-488
-3% -$11.5K 0.06% 104
2021
Q4 		$460K Buy
17,964
+1,072
+6% +$27.7K 0.07% 105
2021
Q3 		$423K Sell
16,892
-784
-4% -$19.9K 0.08% 70
2021
Q2 		$460K Buy
17,676
+132
+0.8% +$3.38K 0.1% 59
2021
Q1 		$437K Buy
17,544
+344
+2% +$8.46K 0.1% 58
2020
Q4 		$383K Buy
17,200
+152
+0.9% +$3.03K 0.1% 63
2020
Q3 		$291K Buy
17,048
+1,288
+8% +$22.2K 0.08% 64
2020
Q2 		$257K Buy
15,760
+876
+6% +$13.1K 0.08% 59
2020
Q1 		$192K Buy
14,884
+1,976
+15% +$33.6K 0.07% 70
2019
Q4 		$244K Buy
12,908
+1,092
+9% +$19.8K 0.07% 71
2019
Q3 		$206K Buy
+11,816
New +$209K 0.07% 72

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 $4.08B AUM 20.62% 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

Hendershot Investments's SCHA Position: Q1 2026 in Review

Hendershot Investments increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q1 2026, buying an estimated $8.09K and bringing the position to 25,852 shares worth $752K. The position accounts for 0.1% of the portfolio, ranked #70.

Hendershot Investments first reported a position in SCHA in Q3 2019 and has held it in 27 quarters since. 1,256 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Hendershot Investments held 25,852 shares of Schwab U.S Small- Cap ETF worth $752K as of Q1 2026.
  • Hendershot Investments bought 270 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $8.09K.
  • Schwab U.S Small- Cap ETF made up 0.1% of Hendershot Investments's portfolio in Q1 2026, its #70 holding.
  • Hendershot Investments first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.