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Blue Trust Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Blue Trust Inc’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 		$223K Sell
6,178
-203
-3% -$6.71K ﹤0.01% 754
2026
Q1 		$186K Buy
6,381
+104
+2% +$3.12K ﹤0.01% 797
2025
Q4 		$179K Sell
6,277
-843
-12% -$23.8K ﹤0.01% 828
2025
Q3 		$199K Buy
7,120
+1,091
+18% +$29.2K ﹤0.01% 805
2025
Q2 		$153K Buy
6,029
+3,275
+119% +$77.4K ﹤0.01% 871
2025
Q1 		$64.5K Sell
2,754
-12,812
-82% -$327K ﹤0.01% 1212
2024
Q4 		$403K Buy
15,566
+10,216
+191% +$272K 0.01% 438
2024
Q3 		$127K Buy
5,350
+1,334
+33% +$33.1K ﹤0.01% 1093
2024
Q2 		$98.9K Buy
4,016
+8
+0.2% +$190 ﹤0.01% 980
2024
Q1 		$98.7K Sell
4,008
-5,322
-57% -$125K ﹤0.01% 722
2023
Q4 		$193K Buy
9,330
+4,722
+102% +$99.5K ﹤0.01% 457
2023
Q3 		$101K Hold
4,608
– – ﹤0.01% 615
2023
Q2 		$97K Sell
4,608
-684
-13% -$14.3K ﹤0.01% 513
2023
Q1 		$107K Sell
5,292
-958
-15% -$20.6K ﹤0.01% 744
2022
Q4 		$118K Sell
6,250
-1,128
-15% -$23.1K ﹤0.01% 612
2022
Q3 		$144K Buy
7,378
+6,726
+1,032% +$141K ﹤0.01% 415
2022
Q2 		$16K Buy
+652
New +$13.9K ﹤0.01% 1046

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

Blue Trust Inc's SCHA Position: Q2 2026 in Review

Blue Trust Inc reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.2% in Q2 2026, selling an estimated $6.71K and leaving 6,178 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Blue Trust Inc first reported a position in SCHA in Q2 2022 and has held it in 17 quarters since. The position peaked at $403K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Blue Trust Inc held 6,178 shares of Schwab U.S Small- Cap ETF worth $223K as of Q2 2026.
  • Blue Trust Inc sold 203 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $6.71K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #754 holding.
  • Blue Trust Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Schwab U.S Small- Cap ETF position peaked at $403K in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.