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

Commerce Bank’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	$617K	Buy	21,202 +8,177	+63%	+$245K	﹤0.01%	868
2025 Q4	$371K	Buy	13,025 +523	+4%	+$14.8K	﹤0.01%	991
2025 Q3	$349K	Buy	+12,502	New	+$334K	﹤0.01%	1004
2025 Q2	–	Sell	-14,691	Closed	-$344K	–	1214
2025 Q1	$344K	Sell	14,691 -245	-2%	-$6.25K	﹤0.01%	971
2024 Q4	$386K	Sell	14,936 -40	-0.3%	-$1.06K	﹤0.01%	949
2024 Q3	$386K	Sell	14,976 -50	-0.3%	-$1.24K	﹤0.01%	977
2024 Q2	$356K	Buy	15,026 +2,574	+21%	+$61K	﹤0.01%	972
2024 Q1	$307K	Sell	12,452 -50	-0.4%	-$1.17K	﹤0.01%	1023
2023 Q4	$295K	Sell	12,502 -3,482	-22%	-$73.4K	﹤0.01%	1018
2023 Q3	$331K	Buy	+15,984	New	+$351K	﹤0.01%	922

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commerce Bank's SCHA Position: Q1 2026 in Review

Commerce Bank increased its Schwab U.S Small- Cap ETF (SCHA) stake by 63% in Q1 2026, buying an estimated $245K and bringing the position to 21,202 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Commerce Bank first reported a position in SCHA in Q3 2023 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Commerce Bank held 21,202 shares of Schwab U.S Small- Cap ETF worth $617K as of Q1 2026.
Commerce Bank bought 8,177 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $245K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Commerce Bank's portfolio in Q1 2026, its #868 holding.
Commerce Bank first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 10 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Commerce Bank's 13F filing for Q1 2026, filed 11 May 2026.