Associated Banc-Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Associated Banc-Corp’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	$249K	Buy	+6,892	New	+$228K	0.01%	342
2021 Q1	–	Sell	-161,096	Closed	-$3.58M	–	762
2020 Q4	$3.58M	Sell	161,096 -8,112	-5%	-$162K	0.14%	129
2020 Q3	$2.89M	Buy	169,208 +3,316	+2%	+$57.1K	0.12%	133
2020 Q2	$2.71M	Buy	165,892 +6,804	+4%	+$102K	0.12%	139
2020 Q1	$2.05M	Buy	+159,088	New	+$2.7M	0.11%	148

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Associated Banc-Corp's SCHA Position: Q2 2026 in Review

Associated Banc-Corp opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,892 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: Associated Banc-Corp previously reported a position in SCHA as recently as Q4 2020.

Associated Banc-Corp first reported a position in SCHA in Q1 2020 and has held it in 5 quarters since. The position peaked at $3.58M in Q4 2020. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Associated Banc-Corp held 6,892 shares of Schwab U.S Small- Cap ETF worth $249K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Associated Banc-Corp position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Associated Banc-Corp's portfolio in Q2 2026, its #342 holding.
Associated Banc-Corp first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 5 quarters since.
Associated Banc-Corp's Schwab U.S Small- Cap ETF position peaked at $3.58M in Q4 2020.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.