HighTower Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51.8M | Sell |
1,782,550
-62,357
| -3% | -$1.87M | 0.06% | 342 |
|
|
2025
Q4 | $52.5M | Sell |
1,844,907
-1,160,329
| -39% | -$32.8M | 0.06% | 335 |
|
|
2025
Q3 | $83.8M | Buy |
3,005,236
+116,483
| +4% | +$3.11M | 0.1% | 218 |
|
|
2025
Q2 | $73.1M | Buy |
2,888,753
+107,119
| +4% | +$2.53M | 0.09% | 230 |
|
|
2025
Q1 | $65.2M | Buy |
2,781,634
+165,050
| +6% | +$4.21M | 0.09% | 241 |
|
|
2024
Q4 | $67.7M | Buy |
2,616,584
+92,084
| +4% | +$2.45M | 0.09% | 227 |
|
|
2024
Q3 | $65.1M | Sell |
2,524,500
-231,320
| -8% | -$5.74M | 0.09% | 228 |
|
|
2024
Q2 | $65.3M | Buy |
2,755,820
+7,238
| +0.3% | +$172K | 0.1% | 213 |
|
|
2024
Q1 | $67.6M | Buy |
2,748,582
+102,608
| +4% | +$2.4M | 0.11% | 204 |
|
|
2023
Q4 | $62.4M | Buy |
2,645,974
+1,278
| +0% | +$26.9K | 0.1% | 208 |
|
|
2023
Q3 | $54.7M | Buy |
2,644,696
+66,098
| +3% | +$1.45M | 0.1% | 209 |
|
|
2023
Q2 | $56.4M | Buy |
2,578,598
+36,482
| +1% | +$760K | 0.11% | 197 |
|
|
2023
Q1 | $53.3M | Sell |
2,542,116
-1,215,012
| -32% | -$26.1M | 0.12% | 198 |
|
|
2022
Q4 | $76M | Buy |
3,757,128
+538,252
| +17% | +$11M | 0.17% | 132 |
|
|
2022
Q3 | $60.9M | Sell |
3,218,876
-56,440
| -2% | -$1.18M | 0.16% | 137 |
|
|
2022
Q2 | $63.9M | Buy |
3,275,316
+79,084
| +2% | +$1.69M | 0.17% | 135 |
|
|
2022
Q1 | $75.6M | Buy |
3,196,232
+454,104
| +17% | +$10.7M | 0.17% | 124 |
|
|
2021
Q4 | $70.3M | Buy |
2,742,128
+297,200
| +12% | +$7.69M | 0.15% | 148 |
|
|
2021
Q3 | $61.5M | Buy |
2,444,928
+173,856
| +8% | +$4.41M | 0.16% | 135 |
|
|
2021
Q2 | $59.2M | Sell |
2,271,072
-104,320
| -4% | -$2.67M | 0.17% | 124 |
|
|
2021
Q1 | $59M | Buy |
2,375,392
+145,620
| +7% | +$3.58M | 0.19% | 120 |
|
|
2020
Q4 | $49.6M | Buy |
2,229,772
+1,278,944
| +135% | +$25.5M | 0.21% | 104 |
|
|
2020
Q3 | $16.2M | Sell |
950,828
-31,964
| -3% | -$550K | 0.08% | 240 |
|
|
2020
Q2 | $16.1M | Buy |
982,792
+251,236
| +34% | +$3.76M | 0.09% | 228 |
|
|
2020
Q1 | $9.44M | Sell |
731,556
-369,180
| -34% | -$6.27M | 0.06% | 287 |
|
|
2019
Q4 | $20.8M | Buy |
1,100,736
+2,656
| +0.2% | +$48.1K | 0.12% | 190 |
|
|
2019
Q3 | $19.1M | Buy |
1,098,080
+36,736
| +3% | +$649K | 0.1% | 196 |
|
|
2019
Q2 | $19M | Sell |
1,061,344
-119,180
| -10% | -$2.11M | 0.11% | 192 |
|
|
2019
Q1 | $20.6M | Buy |
1,180,524
+36,180
| +3% | +$619K | 0.14% | 158 |
|
|
2018
Q4 | $17.4M | Buy |
1,144,344
+440,368
| +63% | +$7.44M | 0.13% | 160 |
|
|
2018
Q3 | $13.4M | Buy |
703,976
+56,848
| +9% | +$1.08M | 0.1% | 228 |
|
|
2018
Q2 | $11.9M | Buy |
647,128
+912
| +0.1% | +$16.5K | 0.09% | 245 |
|
|
2018
Q1 | $11.2M | Buy |
646,216
+13,164
| +2% | +$232K | 0.09% | 237 |
|
|
2017
Q4 | $11M | Buy |
633,052
+57,656
| +10% | +$987K | 0.09% | 236 |
|
|
2017
Q3 | $9.69M | Buy |
575,396
+5,048
| +0.9% | +$81.2K | 0.08% | 256 |
|
|
2017
Q2 | $9.12M | Buy |
570,348
+109,616
| +24% | +$1.73M | 0.08% | 275 |
|
|
2017
Q1 | $7.27M | Sell |
460,732
-5,324
| -1% | -$83.4K | 0.07% | 315 |
|
|
2016
Q4 | $7.16M | Buy |
466,056
+318,748
| +216% | +$4.69M | 0.08% | 268 |
|
|
2016
Q3 | $2.12M | Buy |
147,308
+95,256
| +183% | +$1.35M | 0.02% | 645 |
|
|
2016
Q2 | $701K | Buy |
52,052
+6,976
| +15% | +$92.6K | 0.01% | 1021 |
|
|
2016
Q1 | $589K | Sell |
45,076
-31,268
| -41% | -$379K | ﹤0.01% | 1298 |
|
|
2015
Q4 | $993K | Buy |
76,344
+19,600
| +35% | +$262K | 0.01% | 970 |
|
|
2015
Q3 | $729K | Buy |
56,744
+7,956
| +16% | +$110K | 0.01% | 1037 |
|
|
2015
Q2 | $701K | Buy |
48,788
+4,736
| +11% | +$68.6K | 0.01% | 898 |
|
|
2015
Q1 | $634K | Buy |
44,052
+3,384
| +8% | +$47.3K | 0.01% | 990 |
|
|
2014
Q4 | $560K | Buy |
+40,668
| New | +$540K | 0.01% | 1008 |
|
|
2014
Q2 | – | Sell |
-18,324
| Closed | -$246K | – | 1697 |
|
|
2014
Q1 | $246K | Buy |
+18,324
| New | +$242K | ﹤0.01% | 1244 |
|
|
2013
Q3 | – | Sell |
-28,928
| Closed | -$318K | – | 1438 |
|
|
2013
Q2 | $318K | Buy |
+28,928
| New | +$314K | 0.01% | 966 |
|
Other funds holding SCHA
AA
HighTower Advisors's SCHA Position: Q1 2026 in Review
HighTower Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.4% in Q1 2026, selling an estimated $1.87M and leaving 1,782,550 shares worth $51.8M. The position accounts for 0.06% of the portfolio, ranked #342.
HighTower Advisors first reported a position in SCHA in Q2 2013 and has held it in 48 quarters since. The position peaked at $83.8M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- HighTower Advisors held 1,782,550 shares of Schwab U.S Small- Cap ETF worth $51.8M as of Q1 2026.
- HighTower Advisors sold 62,357 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.87M.
- Schwab U.S Small- Cap ETF made up 0.06% of HighTower Advisors's portfolio in Q1 2026, its #342 holding.
- HighTower Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 48 quarters since.
- HighTower Advisors's Schwab U.S Small- Cap ETF position peaked at $83.8M in Q3 2025.
- 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.