Bank of America
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Bank of America’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bank of America’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 		$424M Sell
14,587,526
-2,726,545
-16% -$81.7M 0.03% 450
2025
Q4 		$493M Buy
17,314,071
+33,302
+0.2% +$940K 0.04% 412
2025
Q3 		$482M Sell
17,280,769
-1,738,326
-9% -$46.5M 0.03% 452
2025
Q2 		$481M Buy
19,019,095
+962,262
+5% +$22.7M 0.04% 445
2025
Q1 		$423M Sell
18,056,833
-28,277,234
-61% -$721M 0.03% 457
2024
Q4 		$1.2B Buy
46,334,067
+2,073,271
+5% +$55.2M 0.1% 196
2024
Q3 		$1.14B Buy
44,260,796
+63,422
+0.1% +$1.57M 0.09% 220
2024
Q2 		$1.05B Buy
44,197,374
+1,537,640
+4% +$36.4M 0.09% 224
2024
Q1 		$1.05B Buy
42,659,734
+23,076,302
+118% +$541M 0.1% 222
2023
Q4 		$463M Buy
19,583,432
+764,152
+4% +$16.1M 0.05% 360
2023
Q3 		$390M Buy
18,819,280
+99,950
+0.5% +$2.19M 0.04% 388
2023
Q2 		$410M Buy
18,719,330
+261,166
+1% +$5.44M 0.04% 367
2023
Q1 		$387M Buy
18,458,164
+1,015,226
+6% +$21.8M 0.04% 411
2022
Q4 		$353M Buy
17,442,938
+475,186
+3% +$9.74M 0.04% 409
2022
Q3 		$321M Sell
16,967,752
-21,813,448
-56% -$456M 0.04% 427
2022
Q2 		$756M Buy
38,781,200
+6,500,650
+20% +$139M 0.09% 231
2022
Q1 		$764M Buy
32,280,550
+1,894,602
+6% +$44.7M 0.07% 248
2021
Q4 		$778M Sell
30,385,948
-7,176,200
-19% -$186M 0.08% 248
2021
Q3 		$940M Buy
37,562,148
+1,347,332
+4% +$34.2M 0.1% 199
2021
Q2 		$943M Buy
36,214,816
+1,049,696
+3% +$26.8M 0.1% 195
2021
Q1 		$876M Buy
35,165,120
+24,256,620
+222% +$597M 0.1% 193
2020
Q4 		$243M Buy
10,908,500
+120,988
+1% +$2.41M 0.03% 464
2020
Q3 		$184M Sell
10,787,512
-1,344,916
-11% -$23.2M 0.03% 520
2020
Q2 		$198M Sell
12,132,428
-526,616
-4% -$7.89M 0.03% 473
2020
Q1 		$163M Buy
12,659,044
+6,407,556
+102% +$109M 0.03% 476
2019
Q4 		$118M Buy
6,251,488
+167,072
+3% +$3.02M 0.02% 690
2019
Q3 		$106M Buy
6,084,416
+161,016
+3% +$2.84M 0.02% 703
2019
Q2 		$106M Sell
5,923,400
-888,248
-13% -$15.7M 0.02% 709
2019
Q1 		$119M Buy
6,811,648
+4,974,360
+271% +$85.1M 0.02% 664
2018
Q4 		$27.9M Buy
1,837,288
+294,940
+19% +$4.98M ﹤0.01% 1427
2018
Q3 		$29.4M Buy
1,542,348
+210,968
+16% +$4.02M ﹤0.01% 1515
2018
Q2 		$24.5M Sell
1,331,380
-100,156
-7% -$1.81M ﹤0.01% 1638
2018
Q1 		$24.7M Buy
1,431,536
+1,051,696
+277% +$18.5M ﹤0.01% 1597
2017
Q4 		$6.62M Sell
379,840
-38,596
-9% -$661K ﹤0.01% 2870
2017
Q3 		$7.05M Sell
418,436
-61,616
-13% -$991K ﹤0.01% 2871
2017
Q2 		$7.67M Sell
480,052
-7,636,712
-94% -$121M ﹤0.01% 2636
2017
Q1 		$128M Buy
8,116,764
+1,440,304
+22% +$22.6M 0.03% 584
2016
Q4 		$103M Buy
6,676,460
+2,073,924
+45% +$30.5M 0.02% 657
2016
Q3 		$66.2M Buy
4,602,536
+229,580
+5% +$3.26M 0.01% 827
2016
Q2 		$59.1M Buy
4,372,956
+281,224
+7% +$3.73M 0.01% 887
2016
Q1 		$53.2M Buy
4,091,732
+4,062,524
+13,909% +$49.2M 0.01% 903
2015
Q4 		$380K Sell
29,208
-45,780
-61% -$611K ﹤0.01% 4987
2015
Q3 		$952K Buy
74,988
+53,704
+252% +$739K ﹤0.01% 4360
2015
Q2 		$306K Buy
21,284
+4,420
+26% +$64.1K ﹤0.01% 5023
2015
Q1 		$243K Sell
16,864
-45,252
-73% -$632K ﹤0.01% 4808
2014
Q4 		$856K Buy
62,116
+864
+1% +$11.5K ﹤0.01% 4175
2014
Q3 		$787K Sell
61,252
-15,336
-20% -$205K ﹤0.01% 4186
2014
Q2 		$1.05M Buy
76,588
+1,760
+2% +$23.2K ﹤0.01% 3935
2014
Q1 		$1M Sell
74,828
-25,848
-26% -$342K ﹤0.01% 3905
2013
Q4 		$1.32M Buy
100,676
+48,872
+94% +$614K ﹤0.01% 3759
2013
Q3 		$625K Buy
51,804
+46,440
+866% +$546K ﹤0.01% 4422
2013
Q2 		$59K Buy
+5,364
New +$58.2K ﹤0.01% 6470

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America's SCHA Position: Q1 2026 in Review

Bank of America reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q1 2026, selling an estimated $81.7M and leaving 14,587,526 shares worth $424M. The position accounts for 0.03% of the portfolio, ranked #450.

Bank of America first reported a position in SCHA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.2B in Q4 2024. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Bank of America held 14,587,526 shares of Schwab U.S Small- Cap ETF worth $424M as of Q1 2026.
  • Bank of America sold 2,726,545 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $81.7M.
  • Schwab U.S Small- Cap ETF made up 0.03% of Bank of America's portfolio in Q1 2026, its #450 holding.
  • Bank of America first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Schwab U.S Small- Cap ETF position peaked at $1.2B in Q4 2024.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.