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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
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 $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

Blue Trust Inc's SCHA Position: Q1 2026 in Review

Blue Trust Inc increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q1 2026, buying an estimated $3.12K and bringing the position to 6,381 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Blue Trust Inc first reported a position in SCHA in Q2 2022 and has held it in 16 quarters since. The position peaked at $403K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Blue Trust Inc held 6,381 shares of Schwab U.S Small- Cap ETF worth $186K as of Q1 2026.
  • Blue Trust Inc bought 104 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $3.12K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #797 holding.
  • Blue Trust Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Schwab U.S Small- Cap ETF position peaked at $403K in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.