KeyBank National Association’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

KeyBank National Association’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	$295K	Sell	8,152 -17	-0.2%	-$562	﹤0.01%	1147
2026 Q1	$238K	Sell	8,169 -1,837	-18%	-$55.1K	﹤0.01%	1128
2025 Q4	$285K	Sell	10,006 -192	-2%	-$5.42K	﹤0.01%	1039
2025 Q3	$285K	Buy	10,198 +340	+3%	+$9.09K	﹤0.01%	1012
2025 Q2	$249K	Buy	9,858 +1,212	+14%	+$28.7K	﹤0.01%	1049
2025 Q1	$203K	Buy	8,646 +452	+6%	+$11.5K	﹤0.01%	1102
2024 Q4	$212K	Buy	8,194 +178	+2%	+$4.74K	﹤0.01%	1103
2024 Q3	$206K	Sell	8,016 -776	-9%	-$19.3K	﹤0.01%	1086
2024 Q2	$209K	Hold	8,792	–	–	﹤0.01%	1042
2024 Q1	$216K	Buy	+8,792	New	+$206K	﹤0.01%	1027
2023 Q3	–	Sell	-10,402	Closed	-$228K	–	1066
2023 Q2	$228K	Sell	10,402 -370	-3%	-$7.71K	﹤0.01%	970
2023 Q1	$226K	Buy	+10,772	New	+$232K	﹤0.01%	982
2020 Q2	–	Sell	-277,224	Closed	-$3.57M	–	969
2020 Q1	$3.57M	Buy	+277,224	New	+$4.71M	0.02%	266

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

KeyBank National Association's SCHA Position: Q2 2026 in Review

KeyBank National Association reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.21% in Q2 2026, selling an estimated $562 and leaving 8,152 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

KeyBank National Association first reported a position in SCHA in Q1 2020 and has held it in 13 quarters since. The position peaked at $3.57M in Q1 2020. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

KeyBank National Association held 8,152 shares of Schwab U.S Small- Cap ETF worth $295K as of Q2 2026.
KeyBank National Association sold 17 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $562.
Schwab U.S Small- Cap ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #1147 holding.
KeyBank National Association first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 13 quarters since.
KeyBank National Association's Schwab U.S Small- Cap ETF position peaked at $3.57M in Q1 2020.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.