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

First Community 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	$68.1K	Sell	1,885 -1,615	-46%	-$53.4K	0.03%	154
2026 Q1	$102K	Hold	3,500	–	–	0.08%	116
2025 Q4	$99.7K	Hold	3,500	–	–	0.07%	116
2025 Q3	$97.7K	Hold	3,500	–	–	0.08%	115
2025 Q2	$88.5K	Sell	3,500 -500	-13%	-$11.8K	0.07%	124
2025 Q1	$93.7K	Hold	4,000	–	–	0.08%	118
2024 Q4	$103K	Hold	4,000	–	–	0.07%	122
2024 Q3	$103K	Hold	4,000	–	–	0.08%	121
2024 Q2	$94.9K	Sell	4,000 -600	-13%	-$14.2K	0.08%	115
2024 Q1	$113K	Hold	4,600	–	–	0.11%	102
2023 Q4	$109K	Hold	4,600	–	–	0.12%	94
2023 Q3	$95.3K	Hold	4,600	–	–	0.11%	98
2023 Q2	$101K	Hold	4,600	–	–	0.11%	96
2023 Q1	$96.4K	Hold	4,600	–	–	0.11%	93
2022 Q4	$93K	Hold	4,600	–	–	0.11%	102
2022 Q3	$87K	Sell	4,600 -1,200	-21%	-$25.1K	0.12%	95
2022 Q2	$113K	Hold	5,800	–	–	0.13%	96
2022 Q1	$137K	Hold	5,800	–	–	0.13%	93
2021 Q4	$148K	Buy	+5,800	New	+$150K	0.12%	91

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

First Community Trust's SCHA Position: Q2 2026 in Review

First Community Trust reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 46% in Q2 2026, selling an estimated $53.4K and leaving 1,885 shares worth $68.1K. The position accounts for 0.03% of the portfolio, ranked #154.

First Community Trust first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $148K in Q4 2021. 261 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

First Community Trust held 1,885 shares of Schwab U.S Small- Cap ETF worth $68.1K as of Q2 2026.
First Community Trust sold 1,615 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $53.4K.
Schwab U.S Small- Cap ETF made up 0.03% of First Community Trust's portfolio in Q2 2026, its #154 holding.
First Community Trust first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
First Community Trust's Schwab U.S Small- Cap ETF position peaked at $148K in Q4 2021.
261 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.