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Cornerstone National Bank & Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cornerstone National Bank & Trust’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 		$41.7K Hold
1,170
– – 0.01% 132
2026
Q1 		$34.3K Hold
1,170
– – 0.01% 132
2025
Q4 		$33.3K Hold
1,170
– – 0.01% 118
2025
Q3 		$32.6K Hold
1,170
– – 0.01% 117
2025
Q2 		$29.6K Hold
1,170
– – 0.01% 119
2025
Q1 		$27.4K Hold
1,170
– – 0.01% 115
2024
Q4 		$30.3K Hold
1,170
– – 0.01% 106
2024
Q3 		$30.1K Buy
+1,170
New +$29.1K 0.01% 104

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Cornerstone National Bank & Trust's SCHA Position: Q2 2026 in Review

Cornerstone National Bank & Trust held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 1,170 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #132.

Cornerstone National Bank & Trust first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 707 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cornerstone National Bank & Trust held 1,170 shares of Schwab U.S Small- Cap ETF worth $41.7K as of Q2 2026.
  • Cornerstone National Bank & Trust left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #132 holding.
  • Cornerstone National Bank & Trust first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 707 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.