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Arbor Trust Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Arbor Trust Wealth Advisors’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 		$5.14M Sell
176,628
-2,068
-1% -$62K 2.26% 15
2025
Q4 		$5.09M Sell
178,696
-10,838
-6% -$306K 2.23% 17
2025
Q3 		$5.29M Sell
189,534
-27,399
-13% -$733K 2.38% 14
2025
Q2 		$5.49M Sell
216,933
-30,096
-12% -$712K 2.68% 13
2025
Q1 		$5.79M Buy
247,029
+4,111
+2% +$105K 2.71% 11
2024
Q4 		$6.28M Buy
242,918
+9,384
+4% +$250K 2.94% 9
2024
Q3 		$5.56M Hold
233,534
– – 2.92% 10
2024
Q2 		$5.56M Buy
233,534
+8,166
+4% +$194K 2.92% 10
2024
Q1 		$5.33M Buy
225,368
+11,844
+6% +$277K 2.93% 11
2023
Q4 		$5.04M Buy
213,524
+6,512
+3% +$137K 3% 12
2023
Q3 		$4.29M Buy
207,012
+4,636
+2% +$102K 2.82% 13
2023
Q2 		$4.43M Buy
202,376
+2,904
+1% +$60.5K 2.82% 13
2023
Q1 		$4.18M Sell
199,472
-2,832
-1% -$60.9K 2.75% 11
2022
Q4 		$4.1M Buy
202,304
+5,426
+3% +$111K 2.83% 11
2022
Q3 		$3.72M Sell
196,878
-1,004
-0.5% -$21K 2.83% 13
2022
Q2 		$3.86M Buy
197,882
+4,020
+2% +$85.9K 2.69% 12
2022
Q1 		$4.59M Buy
193,862
+7,214
+4% +$170K 2.76% 11
2021
Q4 		$4.78M Buy
186,648
+2,004
+1% +$51.9K 2.75% 12
2021
Q3 		$4.62M Buy
184,644
+3,516
+2% +$89.3K 2.89% 9
2021
Q2 		$4.72M Buy
181,128
+5,468
+3% +$140K 2.96% 9
2021
Q1 		$4.35M Buy
175,660
+19,264
+12% +$474K 2.91% 9
2020
Q4 		$3.48M Buy
156,396
+2,548
+2% +$50.7K 2.53% 10
2020
Q3 		$2.63M Buy
153,848
+2,600
+2% +$44.8K 2.27% 13
2020
Q2 		$2.47M Buy
151,248
+1,144
+0.8% +$17.1K 2.23% 13
2020
Q1 		$1.93M Sell
150,104
-472
-0.3% -$8.02K 2.04% 13
2019
Q4 		$2.85M Buy
+150,576
New +$2.72M 2.44% 11

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Arbor Trust Wealth Advisors's SCHA Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2026, selling an estimated $62K and leaving 176,628 shares worth $5.14M. The position accounts for 2.26% of the portfolio, ranked #15.

Arbor Trust Wealth Advisors first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.28M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Arbor Trust Wealth Advisors held 176,628 shares of Schwab U.S Small- Cap ETF worth $5.14M as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 2,068 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $62K.
  • Schwab U.S Small- Cap ETF made up 2.26% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Arbor Trust Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $6.28M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.