HFS
SCHA icon

Horizon Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Horizon Financial Services’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 		$10.1M Buy
280,926
+8,270
+3% +$273K 3.89% 10
2026
Q1 		$7.93M Buy
272,656
+9,674
+4% +$290K 3.5% 10
2025
Q4 		$7.49M Buy
262,982
+3,589
+1% +$101K 3.41% 10
2025
Q3 		$7.24M Buy
259,393
+16,712
+7% +$447K 3.45% 9
2025
Q2 		$6.14M Sell
242,681
-9,442
-4% -$223K 3.26% 10
2025
Q1 		$5.91M Sell
252,123
-10,601
-4% -$270K 3.29% 9
2024
Q4 		$6.79M Buy
262,724
+7,368
+3% +$196K 3.82% 9
2024
Q3 		$6.58M Buy
255,356
+8,130
+3% +$202K 3.91% 9
2024
Q2 		$5.87M Buy
247,226
+9,056
+4% +$215K 3.71% 9
2024
Q1 		$5.86M Sell
238,170
-40,816
-15% -$956K 3.76% 9
2023
Q4 		$6.59M Buy
278,986
+4,484
+2% +$94.5K 4.65% 8
2023
Q3 		$5.68M Buy
274,502
+10,094
+4% +$222K 4.57% 8
2023
Q2 		$5.79M Buy
264,408
+8,176
+3% +$170K 4.71% 8
2023
Q1 		$5.37M Sell
256,232
-98,172
-28% -$2.11M 4.6% 8
2022
Q4 		$7.18M Buy
354,404
+36,726
+12% +$753K 6.2% 6
2022
Q3 		$6M Buy
317,678
+11,126
+4% +$233K 5.34% 6
2022
Q2 		$5.98M Buy
306,552
+3,052
+1% +$65.2K 4.61% 9
2022
Q1 		$7.19M Buy
303,500
+56,284
+23% +$1.33M 4.58% 7
2021
Q4 		$6.33M Buy
247,216
+43,064
+21% +$1.11M 3.84% 12
2021
Q3 		$5.11M Buy
204,152
+77,908
+62% +$1.98M 3.36% 12
2021
Q2 		$3.29M Buy
+126,244
New +$3.23M 2.39% 17

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Horizon Financial Services's SCHA Position: Q2 2026 in Review

Horizon Financial Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3% in Q2 2026, buying an estimated $273K and bringing the position to 280,926 shares worth $10.1M. The position accounts for 3.89% of the portfolio, ranked #10.

Horizon Financial Services first reported a position in SCHA in Q2 2021 and has held it in 21 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Horizon Financial Services held 280,926 shares of Schwab U.S Small- Cap ETF worth $10.1M as of Q2 2026.
  • Horizon Financial Services bought 8,270 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $273K.
  • Schwab U.S Small- Cap ETF made up 3.89% of Horizon Financial Services's portfolio in Q2 2026, its #10 holding.
  • Horizon Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.