American National Bank & Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

American National Bank & Trust’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 Q3	$11.9K	Hold	366	–	–	﹤0.01%	456
2026 Q2	$13.2K	Hold	366	–	–	﹤0.01%	462
2026 Q1	$10.6K	Hold	366	–	–	﹤0.01%	478
2025 Q4	$10.4K	Hold	366	–	–	﹤0.01%	507
2025 Q3	$10.2K	Hold	366	–	–	﹤0.01%	520
2025 Q2	$9.26K	Buy	+366	New	+$8.65K	﹤0.01%	542
2022 Q2	–	Sell	-1,728	Closed	-$41K	–	453
2022 Q1	$41K	Hold	1,728	–	–	0.01%	206
2021 Q4	$44K	Buy	+1,728	New	+$44.7K	0.01%	194

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

American National Bank & Trust's SCHA Position: Q3 2026 in Review

American National Bank & Trust held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 366 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

American National Bank & Trust first reported a position in SCHA in Q4 2021 and has held it in 8 quarters since. The position peaked at $44K in Q4 2021. 257 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

American National Bank & Trust held 366 shares of Schwab U.S Small- Cap ETF worth $11.9K as of Q3 2026.
American National Bank & Trust left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of American National Bank & Trust's portfolio in Q3 2026, its #456 holding.
American National Bank & Trust first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 8 quarters since.
American National Bank & Trust's Schwab U.S Small- Cap ETF position peaked at $44K in Q4 2021.
257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.