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 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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

American National Bank & Trust's SCHA Position: Q1 2026 in Review

American National Bank & Trust held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 366 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

American National Bank & Trust first reported a position in SCHA in Q4 2021 and has held it in 6 quarters since. The position peaked at $44K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

American National Bank & Trust held 366 shares of Schwab U.S Small- Cap ETF worth $10.6K as of Q1 2026.
American National Bank & Trust left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of American National Bank & Trust's portfolio in Q1 2026, its #478 holding.
American National Bank & Trust first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 6 quarters since.
American National Bank & Trust's Schwab U.S Small- Cap ETF position peaked at $44K in Q4 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on American National Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.