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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
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cullen/Frost Bankers's SCHA Position: Q1 2026 in Review

Cullen/Frost Bankers increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.13% in Q1 2026, buying an estimated $90 and bringing the position to 2,312 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Cullen/Frost Bankers first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $86.6K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Cullen/Frost Bankers held 2,312 shares of Schwab U.S Small- Cap ETF worth $67.2K as of Q1 2026.
  • Cullen/Frost Bankers bought 3 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $90.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q1 2026, its #741 holding.
  • Cullen/Frost Bankers first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Cullen/Frost Bankers's Schwab U.S Small- Cap ETF position peaked at $86.6K in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.