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Henderson Brothers Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Henderson Brothers Financial Partners’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 		– Sell
-10,754
Closed -$313K – 97
2026
Q1 		$313K Buy
+10,754
New +$322K 0.08% 80

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Henderson Brothers Financial Partners's SCHA Position: Q2 2026 in Review

Henderson Brothers Financial Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 10,754 shares — an estimated $313K sold.

Henderson Brothers Financial Partners first reported a position in SCHA in Q1 2026 and held it in 1 quarter. The position peaked at $313K in Q1 2026. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Henderson Brothers Financial Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Henderson Brothers Financial Partners sold 10,754 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $313K.
  • Henderson Brothers Financial Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and held it in 1 quarter.
  • Henderson Brothers Financial Partners's Schwab U.S Small- Cap ETF position peaked at $313K in Q1 2026.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.