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Hexagon Capital Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hexagon Capital 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
Q1 		$456K Buy
15,680
+6
+0% +$180 0.07% 130
2025
Q4 		$446K Buy
15,674
+2,015
+15% +$56.9K 0.08% 64
2025
Q3 		$381K Sell
13,659
-817
-6% -$21.8K 0.08% 65
2025
Q2 		$366K Buy
14,476
+1,857
+15% +$43.9K 0.08% 60
2025
Q1 		$296K Buy
12,619
+1,894
+18% +$48.3K 0.06% 159
2024
Q4 		$277K Sell
10,725
-469
-4% -$12.5K 0.05% 165
2024
Q3 		$288K Buy
11,194
+152
+1% +$3.77K 0.06% 158
2024
Q2 		$262K Buy
11,042
+632
+6% +$15K 0.06% 163
2024
Q1 		$256K Buy
10,410
+3,098
+42% +$72.6K 0.06% 165
2023
Q4 		$173K Buy
7,312
+1,034
+16% +$21.8K 0.04% 217
2023
Q3 		$130K Buy
6,278
+3,996
+175% +$87.7K 0.03% 225
2023
Q2 		$50K Sell
2,282
-14
-0.6% -$292 0.01% 363
2023
Q1 		$48.1K Buy
2,296
+176
+8% +$3.78K 0.01% 363
2022
Q4 		$42.9K Sell
2,120
-74
-3% -$1.52K 0.01% 390
2022
Q3 		$41K Buy
2,194
+2,158
+5,994% +$45.1K 0.01% 428
2022
Q2 		$1K Buy
+36
New +$770 ﹤0.01% 1117
2021
Q4 		– Sell
-156
Closed -$4K – 893
2021
Q3 		$4K Hold
156
– – ﹤0.01% 706
2021
Q2 		$4K Buy
+156
New +$3.99K ﹤0.01% 672

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 $3.66B AUM 14.99% 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

Hexagon Capital Partners's SCHA Position: Q1 2026 in Review

Hexagon Capital Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.04% in Q1 2026, buying an estimated $180 and bringing the position to 15,680 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #130.

Hexagon Capital Partners first reported a position in SCHA in Q2 2021 and has held it in 18 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Hexagon Capital Partners held 15,680 shares of Schwab U.S Small- Cap ETF worth $456K as of Q1 2026.
  • Hexagon Capital Partners bought 6 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $180.
  • Schwab U.S Small- Cap ETF made up 0.07% of Hexagon Capital Partners's portfolio in Q1 2026, its #130 holding.
  • Hexagon Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 18 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.