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 Q2	$999K	Sell	27,649 -200	-0.7%	-$6.61K	0.24%	61
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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Hilltop Partners's SCHA Position: Q2 2026 in Review

Hilltop Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.72% in Q2 2026, selling an estimated $6.61K and leaving 27,649 shares worth $999K. The position accounts for 0.24% of the portfolio, ranked #61.

Hilltop Partners first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.7M in Q2 2023. 1,349 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Hilltop Partners held 27,649 shares of Schwab U.S Small- Cap ETF worth $999K as of Q2 2026.
Hilltop Partners sold 200 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $6.61K.
Schwab U.S Small- Cap ETF made up 0.24% of Hilltop Partners's portfolio in Q2 2026, its #61 holding.
Hilltop Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
Hilltop Partners's Schwab U.S Small- Cap ETF position peaked at $11.7M in Q2 2023.
1,349 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.