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

Pioneer Trust Bank’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
2025
Q2 		– Sell
-11,200
Closed -$262K – 78
2025
Q1 		$262K Hold
11,200
– – 0.07% 72
2024
Q4 		$290K Hold
11,200
– – 0.07% 68
2024
Q3 		$288K Hold
11,200
– – 0.07% 66
2024
Q2 		$266K Hold
11,200
– – 0.07% 68
2024
Q1 		$276K Hold
11,200
– – 0.08% 67
2023
Q4 		$265K Hold
11,200
– – 0.08% 67
2023
Q3 		$232K Hold
11,200
– – 0.08% 68
2023
Q2 		$245K Hold
11,200
– – 0.07% 68
2023
Q1 		$235K Hold
11,200
– – 0.07% 75
2022
Q4 		$227K Buy
+11,200
New +$230K 0.07% 73

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Pioneer Trust Bank's SCHA Position: Q2 2025 in Review

Pioneer Trust Bank sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 11,200 shares — an estimated $262K sold.

Pioneer Trust Bank first reported a position in SCHA in Q4 2022 and held it in 10 quarters. The position peaked at $290K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Pioneer Trust Bank reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Pioneer Trust Bank sold 11,200 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $262K.
  • Pioneer Trust Bank first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 10 quarters.
  • Pioneer Trust Bank's Schwab U.S Small- Cap ETF position peaked at $290K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Pioneer Trust Bank's 13F filing for Q2 2025, filed 8 Aug 2025.