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

Hidden Cove 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
2026
Q2 		$276K Hold
7,646
– – 0.15% 100
2026
Q1 		$222K Hold
7,646
– – 0.14% 97
2025
Q4 		$218K Hold
7,646
– – 0.14% 91
2025
Q3 		$213K Buy
+7,646
New +$204K 0.14% 82
2025
Q1 		– Sell
-7,734
Closed -$200K – 69
2024
Q4 		$200K Buy
+7,734
New +$206K 0.16% 60

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Hidden Cove Wealth Management's SCHA Position: Q2 2026 in Review

Hidden Cove Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,646 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #100.

Hidden Cove Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Hidden Cove Wealth Management held 7,646 shares of Schwab U.S Small- Cap ETF worth $276K as of Q2 2026.
  • Hidden Cove Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.15% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Hidden Cove Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.