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

Country Trust 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 		$79.3K Buy
+2,195
New +$72.5K ﹤0.01% 175

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

Country Trust Bank's SCHA Position: Q2 2026 in Review

Country Trust Bank opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 2,195 shares worth $79.3K. The stake represents ﹤0.01% of the portfolio and ranks #175 among its holdings.

647 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Country Trust Bank held 2,195 shares of Schwab U.S Small- Cap ETF worth $79.3K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Country Trust Bank position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #175 holding.
  • 647 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.