Blue Trust Inc
SCHA icon

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
Q3 		$1.6M Buy
49,174
+42,996
+696% +$1.47M 0.02% 229
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% +$100K ﹤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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Blue Trust Inc's SCHA Position: Q3 2026 in Review

Blue Trust Inc increased its Schwab U.S Small- Cap ETF (SCHA) stake by 696% in Q3 2026, buying an estimated $1.47M and bringing the position to 49,174 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #229.

Blue Trust Inc first reported a position in SCHA in Q2 2022 and has held it in 18 quarters since. 926 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Blue Trust Inc held 49,174 shares of Schwab U.S Small- Cap ETF worth $1.6M as of Q3 2026.
  • Blue Trust Inc bought 42,996 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $1.47M.
  • Schwab U.S Small- Cap ETF made up 0.02% of Blue Trust Inc's portfolio in Q3 2026, its #229 holding.
  • Blue Trust Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • 926 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.