FHA
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First Horizon Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Horizon Advisors’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
Q2 		$61K Sell
2,410
-179
-7% -$4.23K ﹤0.01% 895
2025
Q1 		$60.7K Buy
2,589
+987
+62% +$25.2K ﹤0.01% 854
2024
Q4 		$41.4K Hold
1,602
– – ﹤0.01% 1030
2024
Q3 		$41.3K Hold
1,602
– – ﹤0.01% 1071
2024
Q2 		$38K Hold
1,602
– – ﹤0.01% 1040
2024
Q1 		$39.4K Hold
1,602
– – ﹤0.01% 1070
2023
Q4 		$37.8K Buy
1,602
+894
+126% +$18.8K ﹤0.01% 1067
2023
Q3 		$14.7K Sell
708
-120
-14% -$2.63K ﹤0.01% 1360
2023
Q2 		$18.1K Sell
828
-796
-49% -$16.6K ﹤0.01% 1311
2023
Q1 		$34K Sell
1,624
-88
-5% -$1.89K ﹤0.01% 1064
2022
Q4 		$34.7K Hold
1,712
– – ﹤0.01% 1017
2022
Q3 		$32K Sell
1,712
-396
-19% -$8.28K ﹤0.01% 1035
2022
Q2 		$41K Buy
2,108
+1,280
+155% +$27.4K ﹤0.01% 1005
2022
Q1 		$20K Sell
828
-1,064
-56% -$25.1K ﹤0.01% 893
2021
Q4 		$48K Sell
1,892
-176
-9% -$4.55K ﹤0.01% 936
2021
Q3 		$51K Sell
2,068
-1,368
-40% -$34.7K ﹤0.01% 895
2021
Q2 		$89K Hold
3,436
– – ﹤0.01% 576
2021
Q1 		$85K Buy
3,436
+504
+17% +$12.4K ﹤0.01% 562
2020
Q4 		$65K Buy
2,932
+1,576
+116% +$31.4K ﹤0.01% 525
2020
Q3 		$23K Hold
1,356
– – ﹤0.01% 774
2020
Q2 		$22K Sell
1,356
-840
-38% -$12.6K ﹤0.01% 772
2020
Q1 		$28K Sell
2,196
-580
-21% -$9.86K ﹤0.01% 622
2019
Q4 		$52K Sell
2,776
-840
-23% -$15.2K ﹤0.01% 564
2019
Q3 		$63K Sell
3,616
-1,204
-25% -$21.3K ﹤0.01% 502
2019
Q2 		$86K Buy
4,820
+3,160
+190% +$55.9K 0.01% 462
2019
Q1 		$29K Buy
1,660
+184
+12% +$3.15K ﹤0.01% 690
2018
Q4 		$22K Buy
1,476
+960
+186% +$16.2K ﹤0.01% 763
2018
Q3 		$9K Buy
+516
New +$9.84K ﹤0.01% 1157

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

First Horizon Advisors's SCHA Position: Q2 2025 in Review

First Horizon Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.9% in Q2 2025, selling an estimated $4.23K and leaving 2,410 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

First Horizon Advisors first reported a position in SCHA in Q3 2018 and has held it in 28 quarters since. The position peaked at $89K in Q2 2021. 1,138 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • First Horizon Advisors held 2,410 shares of Schwab U.S Small- Cap ETF worth $61K as of Q2 2025.
  • First Horizon Advisors sold 179 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $4.23K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #895 holding.
  • First Horizon Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 28 quarters since.
  • First Horizon Advisors's Schwab U.S Small- Cap ETF position peaked at $89K in Q2 2021.
  • 1,138 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.