HF
SCHA icon

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

HRT Financial’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 		– Sell
-16,618
Closed -$473K – 4623
2025
Q4 		$473K Buy
16,618
+2,666
+19% +$75.3K ﹤0.01% 2140
2025
Q3 		$389K Sell
13,952
-16,033
-53% -$429K ﹤0.01% 2022
2025
Q2 		$758K Buy
+29,985
New +$709K ﹤0.01% 1401
2024
Q1 		– Sell
-43,992
Closed -$1.04M – 2991
2023
Q4 		$1.04M Buy
43,992
+34,038
+342% +$717K 0.01% 968
2023
Q3 		$206K Buy
+9,954
New +$218K ﹤0.01% 1826

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

HRT Financial's SCHA Position: Q1 2026 in Review

HRT Financial sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 16,618 shares — an estimated $473K sold.

HRT Financial first reported a position in SCHA in Q3 2023 and held it in 5 quarters. The position peaked at $1.04M in Q4 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • HRT Financial reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 16,618 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $473K.
  • HRT Financial first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and held it in 5 quarters.
  • HRT Financial's Schwab U.S Small- Cap ETF position peaked at $1.04M in Q4 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.