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

Hilltop 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 		$810K Sell
27,849
-278
-1% -$8.33K 0.21% 57
2025
Q4 		$801K Sell
28,127
-106
-0.4% -$2.99K 0.21% 57
2025
Q3 		$788K Sell
28,233
-5,109
-15% -$137K 0.24% 57
2025
Q2 		$844K Sell
33,342
-1,792
-5% -$42.4K 0.26% 55
2025
Q1 		$823K Sell
35,134
-2,512
-7% -$64K 0.28% 52
2024
Q4 		$974K Sell
37,646
-342
-0.9% -$9.1K 0.33% 45
2024
Q3 		$978K Sell
37,988
-2,244
-6% -$55.7K 0.33% 44
2024
Q2 		$954K Sell
40,232
-4,704
-10% -$111K 0.35% 42
2024
Q1 		$1.11M Sell
44,936
-3,904
-8% -$91.5K 0.4% 37
2023
Q4 		$1.15M Sell
48,840
-13,584
-22% -$286K 0.45% 29
2023
Q3 		$1.29M Sell
62,424
-472,120
-88% -$10.4M 0.54% 27
2023
Q2 		$11.7M Sell
534,544
-22,852
-4% -$476K 4.86% 7
2023
Q1 		$11.7M Buy
557,396
+311,626
+127% +$6.7M 5.27% 6
2022
Q4 		$4.98M Buy
+245,770
New +$5.04M 2.66% 10

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

Hilltop Partners's SCHA Position: Q1 2026 in Review

Hilltop Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.99% in Q1 2026, selling an estimated $8.33K and leaving 27,849 shares worth $810K. The position accounts for 0.21% of the portfolio, ranked #57.

Hilltop Partners first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.7M in Q2 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Hilltop Partners held 27,849 shares of Schwab U.S Small- Cap ETF worth $810K as of Q1 2026.
  • Hilltop Partners sold 278 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $8.33K.
  • Schwab U.S Small- Cap ETF made up 0.21% of Hilltop Partners's portfolio in Q1 2026, its #57 holding.
  • Hilltop Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Hilltop Partners's Schwab U.S Small- Cap ETF position peaked at $11.7M in Q2 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.