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

MassMutual Private Wealth & 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	–	Sell	-400	Closed	-$11.6K	–	2483
2026 Q1	$11.6K	Buy	+400	New	+$12K	﹤0.01%	1309
2025 Q2	–	Sell	-220	Closed	-$5.16K	–	2483
2025 Q1	$5.16K	Sell	220 -934	-81%	-$23.8K	﹤0.01%	1591
2024 Q4	$29.8K	Sell	1,154 -26	-2%	-$692	﹤0.01%	883
2024 Q3	$30.4K	Buy	+1,180	New	+$29.3K	﹤0.01%	802
2019 Q4	–	Sell	-464	Closed	-$8K	–	879
2019 Q3	$8K	Buy	+464	New	+$8.19K	﹤0.01%	630

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

MassMutual Private Wealth & Trust's SCHA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 400 shares — an estimated $11.6K sold.

MassMutual Private Wealth & Trust first reported a position in SCHA in Q3 2019 and held it in 5 quarters. The position peaked at $30.4K in Q3 2024. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

MassMutual Private Wealth & Trust reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 400 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $11.6K.
MassMutual Private Wealth & Trust first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Schwab U.S Small- Cap ETF position peaked at $30.4K in Q3 2024.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.