Legacy Private Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Legacy Private 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	$318K	Sell	8,798 -77	-0.9%	-$2.54K	0.02%	224
2026 Q1	$258K	Hold	8,875	–	–	0.02%	238
2025 Q4	$253K	Buy	8,875 +329	+4%	+$9.29K	0.01%	240
2025 Q3	$238K	Sell	8,546 -150	-2%	-$4.01K	0.01%	245
2025 Q2	$220K	Buy	+8,696	New	+$206K	0.01%	240
2023 Q1	–	Sell	-22,600	Closed	-$458K	–	232
2022 Q4	$458K	Buy	22,600 +1,922	+9%	+$39.4K	0.04%	179
2022 Q3	$391K	Buy	+20,678	New	+$432K	0.04%	179

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

Legacy Private Trust's SCHA Position: Q2 2026 in Review

Legacy Private Trust reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.87% in Q2 2026, selling an estimated $2.54K and leaving 8,798 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #224.

Legacy Private Trust first reported a position in SCHA in Q3 2022 and has held it in 7 quarters since. The position peaked at $458K in Q4 2022. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Legacy Private Trust held 8,798 shares of Schwab U.S Small- Cap ETF worth $318K as of Q2 2026.
Legacy Private Trust sold 77 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.54K.
Schwab U.S Small- Cap ETF made up 0.02% of Legacy Private Trust's portfolio in Q2 2026, its #224 holding.
Legacy Private Trust first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and has held it in 7 quarters since.
Legacy Private Trust's Schwab U.S Small- Cap ETF position peaked at $458K in Q4 2022.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.