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Atlantic Union Bankshares’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Atlantic Union Bankshares’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 		$404K Buy
11,193
+1,268
+13% +$41.9K 0.01% 509
2026
Q1 		$289K Sell
9,925
-589
-6% -$17.7K 0.01% 530
2025
Q4 		$299K Sell
10,514
-673
-6% -$19K 0.01% 520
2025
Q3 		$312K Sell
11,187
-668
-6% -$17.9K 0.01% 527
2025
Q2 		$300K Buy
+11,855
New +$280K 0.01% 432

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Atlantic Union Bankshares's SCHA Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Schwab U.S Small- Cap ETF (SCHA) stake by 13% in Q2 2026, buying an estimated $41.9K and bringing the position to 11,193 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #509.

Atlantic Union Bankshares first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Atlantic Union Bankshares held 11,193 shares of Schwab U.S Small- Cap ETF worth $404K as of Q2 2026.
  • Atlantic Union Bankshares bought 1,268 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $41.9K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #509 holding.
  • Atlantic Union Bankshares first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.