Cullen/Frost Bankers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cullen/Frost Bankers’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	$83.8K	Buy	2,318 +6	+0.3%	+$198	﹤0.01%	758
2026 Q1	$67.2K	Buy	2,312 +3	+0.1%	+$90	﹤0.01%	741
2025 Q4	$65.8K	Sell	2,309 -795	-26%	-$22.4K	﹤0.01%	754
2025 Q3	$86.6K	Buy	3,104 +813	+35%	+$21.7K	﹤0.01%	663
2025 Q2	$58K	Buy	2,291 +7	+0.3%	+$165	﹤0.01%	731
2025 Q1	$53.5K	Sell	2,284 -154	-6%	-$3.92K	﹤0.01%	711
2024 Q4	$63.1K	Buy	+2,438	New	+$64.9K	﹤0.01%	669

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

Cullen/Frost Bankers's SCHA Position: Q2 2026 in Review

Cullen/Frost Bankers increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.26% in Q2 2026, buying an estimated $198 and bringing the position to 2,318 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Cullen/Frost Bankers first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $86.6K in Q3 2025. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Cullen/Frost Bankers held 2,318 shares of Schwab U.S Small- Cap ETF worth $83.8K as of Q2 2026.
Cullen/Frost Bankers bought 6 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $198.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #758 holding.
Cullen/Frost Bankers first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Cullen/Frost Bankers's Schwab U.S Small- Cap ETF position peaked at $86.6K in Q3 2025.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.