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Parkside Financial Bank & Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Parkside Financial Bank & 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
Q1 		$556K Buy
19,117
+6
+0% +$180 0.04% 247
2025
Q4 		$544K Sell
19,111
-190
-1% -$5.37K 0.04% 256
2025
Q3 		$538K Buy
19,301
+13
+0.1% +$348 0.04% 241
2025
Q2 		$488K Buy
19,288
+3
+0% +$71 0.05% 246
2025
Q1 		$452K Buy
19,285
+1,364
+8% +$34.8K 0.06% 232
2024
Q4 		$463K Sell
17,921
-145
-0.8% -$3.86K 0.06% 218
2024
Q3 		$465K Buy
18,066
+1,022
+6% +$25.4K 0.06% 212
2024
Q2 		$404K Sell
17,044
-1,438
-8% -$34.1K 0.06% 224
2024
Q1 		$455K Buy
18,482
+10
+0.1% +$234 0.07% 200
2023
Q4 		$436K Buy
18,472
+920
+5% +$19.4K 0.08% 188
2023
Q3 		$363K Buy
17,552
+14
+0.1% +$307 0.08% 179
2023
Q2 		$384K Sell
17,538
-324
-2% -$6.75K 0.09% 170
2023
Q1 		$374K Buy
17,862
+2,080
+13% +$44.7K 0.1% 156
2022
Q4 		$320K Buy
15,782
+10
+0.1% +$205 0.09% 164
2022
Q3 		$298K Sell
15,772
-2,496
-14% -$52.2K 0.1% 162
2022
Q2 		$356K Buy
18,268
+16
+0.1% +$342 0.11% 155
2022
Q1 		$432K Buy
18,252
+2,492
+16% +$58.8K 0.12% 132
2021
Q4 		$403K Sell
15,760
-188
-1% -$4.86K 0.1% 151
2021
Q3 		$399K Buy
15,948
+4
+0% +$102 0.12% 123
2021
Q2 		$415K Sell
15,944
-1,140
-7% -$29.1K 0.12% 123
2021
Q1 		$426K Buy
17,084
+4
+0% +$98 0.13% 119
2020
Q4 		$380K Buy
17,080
+4
+0% +$80 0.12% 128
2020
Q3 		$292K Sell
17,076
-396
-2% -$6.82K 0.1% 134
2020
Q2 		$285K Sell
17,472
-7,668
-31% -$115K 0.09% 156
2020
Q1 		$324K Buy
25,140
+8
+0% +$136 0.12% 120
2019
Q4 		$475K Sell
25,132
-856
-3% -$15.5K 0.14% 108
2019
Q3 		$453K Sell
25,988
-3,672
-12% -$64.8K 0.15% 107
2019
Q2 		$530K Sell
29,660
-76
-0.3% -$1.34K 0.17% 87
2019
Q1 		$520K Buy
29,736
+80
+0.3% +$1.37K 0.18% 90
2018
Q4 		$450K Buy
29,656
+72
+0.2% +$1.22K 0.16% 89
2018
Q3 		$563K Buy
29,584
+27,844
+1,600% +$531K 0.2% 83
2018
Q2 		$32K Buy
1,740
+468
+37% +$8.47K 0.01% 461
2018
Q1 		$22K Hold
1,272
– – 0.01% 550
2017
Q4 		$22K Sell
1,272
-180
-12% -$3.08K 0.01% 550
2017
Q3 		$24K Sell
1,452
-660
-31% -$10.6K 0.01% 494
2017
Q2 		$34K Hold
2,112
– – 0.01% 416
2017
Q1 		$33K Buy
2,112
+660
+45% +$10.3K 0.01% 404
2016
Q4 		$22K Hold
1,452
– – 0.01% 526
2016
Q3 		$21K Hold
1,452
– – 0.01% 559
2016
Q2 		$20K Hold
1,452
– – 0.01% 547
2016
Q1 		$19K Hold
1,452
– – 0.01% 531
2015
Q4 		$19K Sell
1,452
-2,480
-63% -$33.1K 0.01% 526
2015
Q3 		$50K Buy
+3,932
New +$54.1K 0.03% 309

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Parkside Financial Bank & Trust's SCHA Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.03% in Q1 2026, buying an estimated $180 and bringing the position to 19,117 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #247.

Parkside Financial Bank & Trust first reported a position in SCHA in Q3 2015 and has held it in 43 quarters since. The position peaked at $563K in Q3 2018. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Parkside Financial Bank & Trust held 19,117 shares of Schwab U.S Small- Cap ETF worth $556K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 6 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $180.
  • Schwab U.S Small- Cap ETF made up 0.04% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #247 holding.
  • Parkside Financial Bank & Trust first reported a position in Schwab U.S Small- Cap ETF in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Schwab U.S Small- Cap ETF position peaked at $563K in Q3 2018.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.