ABWM
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Alpine Bank Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Alpine Bank Wealth Management’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
2025
Q4 		– Sell
-870
Closed -$24.3K – 349
2025
Q3 		$24.3K Hold
870
– – ﹤0.01% 316
2025
Q2 		$22K Buy
+870
New +$20.6K ﹤0.01% 326

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Alpine Bank Wealth Management's SCHA Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 870 shares — an estimated $24.3K sold.

Alpine Bank Wealth Management first reported a position in SCHA in Q2 2025 and held it in 2 quarters. The position peaked at $24.3K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 870 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $24.3K.
  • Alpine Bank Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and held it in 2 quarters.
  • Alpine Bank Wealth Management's Schwab U.S Small- Cap ETF position peaked at $24.3K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.