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Hurlow Wealth Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hurlow Wealth Management Group’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 		$1.02M Sell
34,948
-295
-0.8% -$8.84K 0.24% 38
2025
Q4 		$1M Sell
35,243
-145
-0.4% -$4.09K 0.25% 39
2025
Q3 		$987K Sell
35,388
-4,054
-10% -$108K 0.26% 39
2025
Q2 		$998K Sell
39,442
-29,756
-43% -$703K 0.28% 39
2025
Q1 		$1.62M Buy
69,198
+7,245
+12% +$185K 0.51% 30
2024
Q4 		$1.6M Sell
61,953
-853
-1% -$22.7K 0.5% 32
2024
Q3 		$1.62M Sell
62,806
-3,644
-5% -$90.5K 0.5% 31
2024
Q2 		$1.58M Buy
66,450
+168
+0.3% +$3.98K 0.54% 29
2024
Q1 		$1.63M Sell
66,282
-2,508
-4% -$58.8K 0.58% 30
2023
Q4 		$1.62M Sell
68,790
-204
-0.3% -$4.3K 0.62% 29
2023
Q3 		$1.43M Sell
68,994
-654
-0.9% -$14.4K 0.62% 28
2023
Q2 		$1.53M Sell
69,648
-296
-0.4% -$6.17K 0.65% 27
2023
Q1 		$1.47M Sell
69,944
-714
-1% -$15.3K 0.68% 26
2022
Q4 		$1.43M Sell
70,658
-17,428
-20% -$357K 0.75% 26
2022
Q3 		$1.67M Buy
88,086
+21,736
+33% +$455K 0.97% 25
2022
Q2 		$1.29M Sell
66,350
-52
-0.1% -$1.11K 0.75% 26
2022
Q1 		$1.57M Sell
66,402
-5,586
-8% -$132K 0.96% 21
2021
Q4 		$1.67M Buy
71,988
+4,904
+7% +$127K 1.31% 17
2021
Q3 		$1.68M Sell
67,084
-408
-0.6% -$10.4K 1% 19
2021
Q2 		$1.76M Sell
67,492
-1,848
-3% -$47.2K 1.16% 17
2021
Q1 		$1.73M Sell
69,340
-2,876
-4% -$70.7K 1.25% 17
2020
Q4 		$1.61M Sell
72,216
-6,764
-9% -$135K 1.26% 17
2020
Q3 		$1.35M Sell
78,980
-9,136
-10% -$157K 1.24% 17
2020
Q2 		$1.41M Sell
88,116
-56,388
-39% -$844K 1.36% 17
2020
Q1 		$1.93M Buy
144,504
+13,004
+10% +$221K 2.06% 13
2019
Q4 		$2.5M Sell
131,500
-11,020
-8% -$199K 2.45% 13
2019
Q3 		$2.45M Sell
142,520
-10,976
-7% -$194K 2.61% 13
2019
Q2 		$2.75M Buy
153,496
+3,732
+2% +$66K 2.89% 13
2019
Q1 		$2.71M Buy
149,764
+668
+0.4% +$11.4K 2.91% 12
2018
Q4 		$2.49M Buy
+149,096
New +$2.52M 3.01% 13

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

Hurlow Wealth Management Group's SCHA Position: Q1 2026 in Review

Hurlow Wealth Management Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.84% in Q1 2026, selling an estimated $8.84K and leaving 34,948 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #38.

Hurlow Wealth Management Group first reported a position in SCHA in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.75M in Q2 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Hurlow Wealth Management Group held 34,948 shares of Schwab U.S Small- Cap ETF worth $1.02M as of Q1 2026.
  • Hurlow Wealth Management Group sold 295 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $8.84K.
  • Schwab U.S Small- Cap ETF made up 0.24% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #38 holding.
  • Hurlow Wealth Management Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Schwab U.S Small- Cap ETF position peaked at $2.75M in Q2 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.