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HUB Investment Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

HUB Investment 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 		$1.17M Buy
32,246
+11,362
+54% +$375K 0.02% 415
2026
Q1 		$607K Buy
20,884
+519
+3% +$15.6K 0.01% 491
2025
Q4 		$580K Buy
20,365
+1,913
+10% +$54K 0.02% 443
2025
Q3 		$515K Buy
18,452
+304
+2% +$8.13K 0.02% 409
2025
Q2 		$459K Sell
18,148
-1,291
-7% -$30.5K 0.02% 399
2025
Q1 		$455K Sell
19,439
-5,189
-21% -$132K 0.02% 357
2024
Q4 		$637K Buy
24,628
+7,204
+41% +$192K 0.03% 282
2024
Q3 		$449K Buy
17,424
+2,910
+20% +$72.3K 0.02% 312
2024
Q2 		$344K Buy
14,514
+338
+2% +$8.01K 0.01% 338
2024
Q1 		$349K Sell
14,176
-3,822
-21% -$89.5K 0.02% 332
2023
Q4 		$425K Buy
+17,998
New +$379K 0.03% 261

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

HUB Investment Partners's SCHA Position: Q2 2026 in Review

HUB Investment Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 54% in Q2 2026, buying an estimated $375K and bringing the position to 32,246 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #415.

HUB Investment Partners first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • HUB Investment Partners held 32,246 shares of Schwab U.S Small- Cap ETF worth $1.17M as of Q2 2026.
  • HUB Investment Partners bought 11,362 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $375K.
  • Schwab U.S Small- Cap ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #415 holding.
  • HUB Investment Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.