Hoey Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hoey Investments’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	$41.8K	Sell	1,157 -28	-2%	-$925	0.01%	166
2026 Q1	$34.5K	Buy	1,185 +28	+2%	+$839	0.01%	177
2025 Q4	$33K	Hold	1,157	–	–	﹤0.01%	183
2025 Q3	$32.3K	Hold	1,157	–	–	﹤0.01%	194
2025 Q2	$29.3K	Buy	+1,157	New	+$27.4K	﹤0.01%	187
2024 Q4	–	Sell	-80	Closed	-$1.9K	–	427
2024 Q3	$1.9K	Hold	80	–	–	﹤0.01%	307
2024 Q2	$1.9K	Sell	80 -40	-33%	-$948	﹤0.01%	307
2024 Q1	$2.96K	Hold	120	–	–	﹤0.01%	281
2023 Q4	$2.83K	Hold	120	–	–	﹤0.01%	284
2023 Q3	$2.49K	Buy	120 +80	+200%	+$1.75K	﹤0.01%	287
2023 Q2	$876	Buy	+40	New	+$834	﹤0.01%	315
2021 Q3	–	Sell	-572	Closed	-$15K	–	248
2021 Q2	$15K	Hold	572	–	–	﹤0.01%	157
2021 Q1	$14K	Hold	572	–	–	﹤0.01%	158
2020 Q4	$13K	Hold	572	–	–	﹤0.01%	135
2020 Q3	$10K	Hold	572	–	–	﹤0.01%	110
2020 Q2	$9K	Buy	+572	New	+$8.56K	﹤0.01%	115

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Hoey Investments's SCHA Position: Q2 2026 in Review

Hoey Investments reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.4% in Q2 2026, selling an estimated $925 and leaving 1,157 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #166.

Hoey Investments first reported a position in SCHA in Q2 2020 and has held it in 16 quarters since. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Hoey Investments held 1,157 shares of Schwab U.S Small- Cap ETF worth $41.8K as of Q2 2026.
Hoey Investments sold 28 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $925.
Schwab U.S Small- Cap ETF made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #166 holding.
Hoey Investments first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 16 quarters since.
959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.