Adirondack Trust Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Adirondack Trust Company’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	$49.9K	Hold	1,380	–	–	0.01%	262
2026 Q1	$40.1K	Hold	1,380	–	–	0.01%	268
2025 Q4	$39.3K	Buy	1,380 +281	+26%	+$7.93K	0.01%	269
2025 Q3	$30.7K	Buy	1,099 +575	+110%	+$15.4K	0.01%	303
2025 Q2	$13.3K	Hold	524	–	–	﹤0.01%	342
2025 Q1	$12.3K	Hold	524	–	–	﹤0.01%	333
2024 Q4	$13.6K	Hold	524	–	–	0.01%	329
2024 Q3	$13.5K	Hold	524	–	–	0.01%	339
2024 Q2	$12.4K	Hold	524	–	–	0.01%	342
2024 Q1	$12.9K	Hold	524	–	–	0.01%	339
2023 Q4	$12.5K	Hold	524	–	–	0.01%	338
2023 Q3	$10.8K	Hold	524	–	–	0.01%	342
2023 Q2	$12.1K	Hold	524	–	–	0.01%	314
2023 Q1	$11K	Hold	524	–	–	0.01%	322
2022 Q4	$10.6K	Hold	524	–	–	0.01%	320
2022 Q3	$10K	Hold	524	–	–	0.01%	321
2022 Q2	$10K	Hold	524	–	–	0.01%	310
2022 Q1	$12K	Hold	524	–	–	0.01%	302
2021 Q4	$13K	Hold	524	–	–	0.01%	285
2021 Q3	$14K	Hold	524	–	–	0.01%	284
2021 Q2	$14K	Hold	524	–	–	0.01%	280
2021 Q1	$13K	Buy	+524	New	+$12.9K	0.01%	278

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Adirondack Trust Company's SCHA Position: Q2 2026 in Review

Adirondack Trust Company held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 1,380 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #262.

Adirondack Trust Company first reported a position in SCHA in Q1 2021 and has held it in 22 quarters since. 379 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Adirondack Trust Company held 1,380 shares of Schwab U.S Small- Cap ETF worth $49.9K as of Q2 2026.
Adirondack Trust Company left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Adirondack Trust Company's portfolio in Q2 2026, its #262 holding.
Adirondack Trust Company first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 22 quarters since.
379 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.