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

Community 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 Q2	$4.36M	Sell	120,701 -13	-0%	-$430	0.47%	56
2026 Q1	$3.51M	Sell	120,714 -2,510	-2%	-$75.2K	0.42%	65
2025 Q4	$3.51M	Sell	123,224 -2,000	-2%	-$56.5K	0.41%	60
2025 Q3	$3.49M	Sell	125,224 -1,840	-1%	-$49.2K	0.42%	61
2025 Q2	$3.21M	Sell	127,064 -8,850	-7%	-$209K	0.42%	62
2025 Q1	$3.18M	Buy	135,914 +1,996	+1%	+$50.9K	0.43%	64
2024 Q4	$3.46M	Sell	133,918 -1,624	-1%	-$43.2K	0.44%	58
2024 Q3	$3.49M	Sell	135,542 -4,102	-3%	-$102K	0.44%	58
2024 Q2	$3.31M	Sell	139,644 -2,610	-2%	-$61.9K	0.44%	60
2024 Q1	$3.5M	Sell	142,254 -2,240	-2%	-$52.5K	0.46%	58
2023 Q4	$3.41M	Sell	144,494 -2,744	-2%	-$57.8K	0.45%	56
2023 Q3	$3.05M	Sell	147,238 -2,034	-1%	-$44.6K	0.43%	58
2023 Q2	$3.27M	Sell	149,272 -16,388	-10%	-$342K	0.43%	58
2023 Q1	$3.47M	Sell	165,660 -5,776	-3%	-$124K	0.47%	57
2022 Q4	$3.47M	Buy	171,436 +2,724	+2%	+$55.8K	0.48%	56
2022 Q3	$3.19M	Buy	168,712 +1,242	+0.7%	+$26K	0.49%	57
2022 Q2	$3.26M	Sell	167,470 -542	-0.3%	-$11.6K	0.47%	57
2022 Q1	$3.98M	Buy	168,012 +3,836	+2%	+$90.6K	0.49%	56
2021 Q4	$4.2M	Sell	164,176 -956	-0.6%	-$24.7K	0.48%	54
2021 Q3	$4.13M	Buy	165,132 +3,372	+2%	+$85.6K	0.5%	52
2021 Q2	$4.21M	Sell	161,760 -2,980	-2%	-$76.2K	0.5%	57
2021 Q1	$4.11M	Buy	164,740 +2,820	+2%	+$69.4K	0.51%	55
2020 Q4	$3.6M	Buy	161,920 +10,572	+7%	+$210K	0.49%	53
2020 Q3	$2.58M	Buy	151,348 +14,384	+11%	+$248K	0.39%	65
2020 Q2	$2.24M	Buy	136,964 +2,156	+2%	+$32.3K	0.38%	67
2020 Q1	$1.74M	Buy	134,808 +3,860	+3%	+$65.6K	0.37%	70
2019 Q4	$2.48M	Buy	130,948 +576	+0.4%	+$10.4K	0.44%	59
2019 Q3	$2.27M	Buy	130,372 +4,696	+4%	+$82.9K	0.43%	58
2019 Q2	$2.25M	Buy	125,676 +2,128	+2%	+$37.6K	0.43%	58
2019 Q1	$2.16M	Buy	123,548 +3,280	+3%	+$56.1K	0.44%	57
2018 Q4	$1.82M	Sell	120,268 -1,840	-2%	-$31.1K	0.41%	65
2018 Q3	$2.33M	Sell	122,108 -1,020	-0.8%	-$19.4K	0.46%	57
2018 Q2	$2.27M	Buy	123,128 +10,152	+9%	+$184K	0.42%	60
2018 Q1	$1.95M	Buy	112,976 +920	+0.8%	+$16.2K	0.37%	69
2017 Q4	$1.95M	Buy	112,056 +3,020	+3%	+$51.7K	0.21%	125
2017 Q3	$1.84M	Buy	109,036 +6,412	+6%	+$103K	0.2%	124
2017 Q2	$1.64M	Buy	102,624 +624	+0.6%	+$9.86K	0.18%	135
2017 Q1	$1.61M	Buy	102,000 +14,136	+16%	+$221K	0.34%	74
2016 Q4	$1.35M	Buy	87,864 +5,660	+7%	+$83.2K	0.3%	76
2016 Q3	$1.18M	Buy	82,204 +17,120	+26%	+$243K	0.27%	83
2016 Q2	$879K	Buy	65,084 +7,348	+13%	+$97.5K	0.21%	96
2016 Q1	$751K	Buy	57,736 +4,860	+9%	+$58.9K	0.18%	100
2015 Q4	$688K	Buy	52,876 +7,864	+17%	+$105K	0.17%	108
2015 Q3	$571K	Buy	45,012 +8,000	+22%	+$110K	0.15%	108
2015 Q2	$532K	Buy	37,012 +1,400	+4%	+$20.3K	0.13%	117
2015 Q1	$513K	Buy	35,612 +2,660	+8%	+$37.2K	0.12%	118
2014 Q4	$454K	Buy	+32,952	New	+$438K	0.1%	127

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Community Bank's SCHA Position: Q2 2026 in Review

Community Bank reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q2 2026, selling an estimated $430 and leaving 120,701 shares worth $4.36M. The position accounts for 0.47% of the portfolio, ranked #56.

Community Bank first reported a position in SCHA in Q4 2014 and has held it in 47 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Community Bank held 120,701 shares of Schwab U.S Small- Cap ETF worth $4.36M as of Q2 2026.
Community Bank sold 13 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $430.
Schwab U.S Small- Cap ETF made up 0.47% of Community Bank's portfolio in Q2 2026, its #56 holding.
Community Bank first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 47 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.