HWA
SCHA icon

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

HHM 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
Q2 		$17.3M Buy
479,778
+14,408
+3% +$476K 1.74% 14
2026
Q1 		$13.5M Buy
465,370
+19,671
+4% +$590K 1.56% 15
2025
Q4 		$12.7M Buy
445,699
+32,040
+8% +$905K 1.49% 14
2025
Q3 		$11.5M Sell
413,659
-69,255
-14% -$1.85M 1.34% 15
2025
Q2 		$12.2M Buy
482,914
+43,499
+10% +$1.03M 1.45% 14
2025
Q1 		$10.3M Sell
439,415
-5,412
-1% -$138K 1.39% 14
2024
Q4 		$11.5M Buy
444,827
+7,281
+2% +$194K 1.56% 13
2024
Q3 		$11.3M Sell
437,546
-21,106
-5% -$524K 1.6% 13
2024
Q2 		$10.9M Sell
458,652
-10,796
-2% -$256K 1.64% 13
2024
Q1 		$11.6M Sell
469,448
-5,522
-1% -$129K 1.9% 11
2023
Q4 		$11.2M Sell
474,970
-24,928
-5% -$525K 1.95% 9
2023
Q3 		$10.4M Sell
499,898
-25,430
-5% -$558K 2.02% 9
2023
Q2 		$11.5M Buy
525,328
+6,996
+1% +$146K 2.16% 9
2023
Q1 		$10.9M Buy
518,332
+28,302
+6% +$608K 2.22% 9
2022
Q4 		$9.93M Buy
490,030
+26,802
+6% +$549K 2.27% 8
2022
Q3 		$8.76M Buy
463,228
+26,864
+6% +$562K 2.3% 8
2022
Q2 		$8.51M Buy
436,364
+28,312
+7% +$605K 2.18% 7
2022
Q1 		$9.66M Sell
408,052
-65,396
-14% -$1.54M 2.26% 7
2021
Q4 		$12.1M Buy
473,448
+86,676
+22% +$2.24M 2.92% 7
2021
Q3 		$9.68M Buy
386,772
+49,584
+15% +$1.26M 2.63% 7
2021
Q2 		$8.78M Buy
337,188
+36,644
+12% +$937K 2.39% 7
2021
Q1 		$7.49M Buy
300,544
+106,356
+55% +$2.62M 2.32% 7
2020
Q4 		$4.32M Sell
194,188
-172
-0.1% -$3.42K 1.48% 11
2020
Q3 		$3.32M Buy
194,360
+9,500
+5% +$164K 1.33% 12
2020
Q2 		$3.02M Buy
184,860
+5,236
+3% +$78.4K 1.26% 12
2020
Q1 		$2.31M Sell
179,624
-17,640
-9% -$300K 1.13% 14
2019
Q4 		$3.73M Buy
197,264
+16,684
+9% +$302K 1.79% 14
2019
Q3 		$3.15M Buy
180,580
+9,956
+6% +$176K 1.79% 12
2019
Q2 		$3.05M Buy
170,624
+6,096
+4% +$108K 1.8% 12
2019
Q1 		$2.88M Buy
164,528
+5,772
+4% +$98.8K 1.84% 12
2018
Q4 		$2.41M Buy
+158,756
New +$2.68M 1.76% 13

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HHM Wealth Advisors's SCHA Position: Q2 2026 in Review

HHM Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.1% in Q2 2026, buying an estimated $476K and bringing the position to 479,778 shares worth $17.3M. The position accounts for 1.74% of the portfolio, ranked #14.

HHM Wealth Advisors first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • HHM Wealth Advisors held 479,778 shares of Schwab U.S Small- Cap ETF worth $17.3M as of Q2 2026.
  • HHM Wealth Advisors bought 14,408 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $476K.
  • Schwab U.S Small- Cap ETF made up 1.74% of HHM Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • HHM Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.