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First Hawaiian Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Hawaiian 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
2025
Q1 		– Sell
-15,480
Closed -$400K – 624
2024
Q4 		$400K Hold
15,480
– – 0.01% 689
2024
Q3 		$399K Hold
15,480
– – 0.01% 693
2024
Q2 		$367K Sell
15,480
-5,532
-26% -$131K 0.01% 658
2024
Q1 		$517K Hold
21,012
– – 0.02% 570
2023
Q4 		$496K Hold
21,012
– – 0.02% 587
2023
Q3 		$435K Hold
21,012
– – 0.01% 614
2023
Q2 		$460K Hold
21,012
– – 0.02% 618
2023
Q1 		$441K Hold
21,012
– – 0.01% 626
2022
Q4 		$426K Sell
21,012
-8,176
-28% -$168K 0.02% 604
2022
Q3 		$552K Sell
29,188
-122
-0.4% -$2.55K 0.02% 487
2022
Q2 		$571K Buy
29,310
+122
+0.4% +$2.61K 0.02% 494
2022
Q1 		$691K Sell
29,188
-82,064
-74% -$1.94M 0.02% 498
2021
Q4 		$2.85M Sell
111,252
-7,240
-6% -$187K 0.08% 168
2021
Q3 		$2.97M Hold
118,492
– – 0.12% 105
2021
Q2 		$3.09M Sell
118,492
-82,640
-41% -$2.11M 0.13% 96
2021
Q1 		$5.01M Sell
201,132
-10,176
-5% -$250K 0.22% 59
2020
Q4 		$4.7M Buy
211,308
+1,040
+0.5% +$20.7K 0.22% 62
2020
Q3 		$3.59M Hold
210,268
– – 0.18% 73
2020
Q2 		$3.43M Buy
210,268
+12
+0% +$180 0.18% 79
2020
Q1 		$2.71M Sell
210,256
-9,612
-4% -$163K 0.16% 89
2019
Q4 		$4.16M Buy
219,868
+1,280
+0.6% +$23.2K 0.2% 61
2019
Q3 		$3.81M Sell
218,588
-9,292
-4% -$164K 0.2% 69
2019
Q2 		$4.07M Sell
227,880
-13,600
-6% -$240K 0.22% 65
2019
Q1 		$4.22M Hold
241,480
– – 0.23% 59
2018
Q4 		$3.66M Buy
241,480
+6,468
+3% +$109K 0.22% 62
2018
Q3 		$4.47M Buy
+235,012
New +$4.48M 0.23% 60

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Hawaiian Bank's SCHA Position: Q1 2025 in Review

First Hawaiian Bank sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 15,480 shares — an estimated $400K sold.

First Hawaiian Bank first reported a position in SCHA in Q3 2018 and held it in 26 quarters. The position peaked at $5.01M in Q1 2021. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • First Hawaiian Bank reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • First Hawaiian Bank sold 15,480 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $400K.
  • First Hawaiian Bank first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 26 quarters.
  • First Hawaiian Bank's Schwab U.S Small- Cap ETF position peaked at $5.01M in Q1 2021.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on First Hawaiian Bank's 13F filing for Q1 2025, filed 3 Apr 2025.