Independence Bank of Kentucky’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Independence Bank of Kentucky’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	$7.23K	Hold	200	–	–	﹤0.01%	520
2026 Q1	$5.82K	Sell	200 -200	-50%	-$6K	﹤0.01%	551
2025 Q4	$11.4K	Sell	400 -326	-45%	-$9.21K	﹤0.01%	523
2025 Q3	$20.3K	Hold	726	–	–	﹤0.01%	486
2025 Q2	$18.4K	Hold	726	–	–	﹤0.01%	485
2025 Q1	$17K	Buy	726 +452	+165%	+$11.5K	﹤0.01%	479
2024 Q4	$7.09K	Buy	+274	New	+$7.29K	﹤0.01%	544
2019 Q4	–	Sell	-40	Closed	-$1K	–	361
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	349
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	319
2019 Q1	$1K	Buy	+40	New	+$684	﹤0.01%	324

Other funds holding SCHA

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Independence Bank of Kentucky's SCHA Position: Q2 2026 in Review

Independence Bank of Kentucky held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 200 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Independence Bank of Kentucky first reported a position in SCHA in Q1 2019 and has held it in 10 quarters since. The position peaked at $20.3K in Q3 2025. 714 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Independence Bank of Kentucky held 200 shares of Schwab U.S Small- Cap ETF worth $7.23K as of Q2 2026.
Independence Bank of Kentucky left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #520 holding.
Independence Bank of Kentucky first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 10 quarters since.
Independence Bank of Kentucky's Schwab U.S Small- Cap ETF position peaked at $20.3K in Q3 2025.
714 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.