Hardin Capital Partners, LLC SCHA SCHWAB US SMALL CAP ETF

Ownership history in Hardin Capital Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Hardin Capital Partners, LLC reported SCHWAB US SMALL CAP ETF (SCHA) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.27% in 2026 Q2. The latest visible filing shows SCHA at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hardin Capital Partners, LLC's position in SCHWAB US SMALL CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCHA was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hardin Capital Partners, LLC held SCHA — position size vs. price
% of Fund (quarterly)    SCHA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 15,968 +1,291 +8.8% 0.27% $578K 2026-07-07 $34.50
2026 Q1 ADDED 14,677 +1,179 +8.7% 0.20% $427K 2026-04-08 $30.50
2025 Q4 ADDED 13,498 +7 +0.1% 0.18% $384K 2026-01-09 $29.98
2025 Q3 REDUCED 16.9% +4.1% 13,491 -2,749 -16.9% 0.20% $376K 2025-10-07 $27.75
2025 Q2 ADDED 16,240 +27 +0.2% 0.24% $415K 2025-07-09 $25.81
2025 Q1 ADDED 16,213 +2,641 +19.5% 0.23% $380K 2025-04-09 $21.97
2024 Q4 ADDED 13,572 +6,597 +94.6% 0.21% $351K 2025-02-12 $25.87
2024 Q3 ADDED 6,975 +4 +0.1% 0.20% $354K 2024-10-18 $25.72
2024 Q2 INITIATED 6,971 0.22% $331K 2024-08-08 $23.38

FAQ About Hardin Capital Partners, LLC and SCHA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hardin Capital Partners, LLC reported owning SCHA?

Hardin Capital Partners, LLC reported SCHA across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SCHA position in Hardin Capital Partners, LLC's portfolio?

The largest reported portfolio weight for SCHA was 0.27% in 2026 Q2.

What is the latest reported SCHA position on this page?

The most recent filing on this page is 2026 Q2, when Hardin Capital Partners, LLC reported 15,968 shares, equal to 0.27% of portfolio, with an estimated market value of $578K.

What does the chart on this SCHA ownership page compare?

The chart compares Hardin Capital Partners, LLC's quarterly SCHA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hardin Capital Partners, LLC time their SCHA position?

Based on 13F filing dates vs. subsequent SCHA price moves, Hardin Capital Partners, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on SCHA relative to SPY over the holding period was +0.9%.

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