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Hilton Head Capital Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hilton Head Capital 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 		$21.5K Sell
596
-612
-51% -$20.2K 0.01% 460
2026
Q1 		$35.1K Hold
1,208
– – 0.02% 371
2025
Q4 		$34.4K Buy
+1,208
New +$34.1K 0.02% 357

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

Hilton Head Capital Partners's SCHA Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 51% in Q2 2026, selling an estimated $20.2K and leaving 596 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #460.

Hilton Head Capital Partners first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.1K in Q1 2026. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Hilton Head Capital Partners held 596 shares of Schwab U.S Small- Cap ETF worth $21.5K as of Q2 2026.
  • Hilton Head Capital Partners sold 612 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $20.2K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #460 holding.
  • Hilton Head Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's Schwab U.S Small- Cap ETF position peaked at $35.1K in Q1 2026.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.