SSB
SCHA icon

Sandy Spring Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sandy Spring 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
Q1 		$294K Buy
12,549
+149
+1% +$3.8K 0.01% 323
2024
Q4 		$321K Sell
12,400
-100
-0.8% -$2.66K 0.01% 323
2024
Q3 		$322K Buy
12,500
+318
+3% +$7.9K 0.01% 328
2024
Q2 		$289K Buy
12,182
+202
+2% +$4.79K 0.01% 333
2024
Q1 		$295K Buy
11,980
+250
+2% +$5.86K 0.01% 330
2023
Q4 		$277K Sell
11,730
-1,110
-9% -$23.4K 0.01% 328
2023
Q3 		$266K Hold
12,840
– – 0.01% 315
2023
Q2 		$281K Buy
12,840
+3,350
+35% +$69.8K 0.02% 317
2023
Q1 		$199K Sell
9,490
-1,298
-12% -$27.9K 0.01% 337
2022
Q4 		$219K Buy
10,788
+1,318
+14% +$27K 0.01% 325
2022
Q3 		$180K Buy
9,470
+2
+0% +$42 0.01% 335
2022
Q2 		$184K Buy
9,468
+1,152
+14% +$24.6K 0.01% 335
2022
Q1 		$198K Buy
8,316
+532
+7% +$12.6K 0.01% 334
2021
Q4 		$199K Buy
7,784
+488
+7% +$12.6K 0.01% 335
2021
Q3 		$183K Buy
7,296
+140
+2% +$3.56K 0.01% 339
2021
Q2 		$186K Buy
7,156
+396
+6% +$10.1K 0.01% 344
2021
Q1 		$168K Sell
6,760
-200
-3% -$4.92K 0.01% 341
2020
Q4 		$155K Hold
6,960
– – 0.01% 336
2020
Q3 		$119K Sell
6,960
-808
-10% -$13.9K 0.01% 347
2020
Q2 		$127K Hold
7,768
– – 0.01% 332
2020
Q1 		$100K Sell
7,768
-12,964
-63% -$220K 0.01% 341
2019
Q4 		$392K Buy
20,732
+1,156
+6% +$20.9K 0.03% 249
2019
Q3 		$341K Hold
19,576
– – 0.03% 255
2019
Q2 		$350K Buy
19,576
+828
+4% +$14.6K 0.03% 245
2019
Q1 		$328K Buy
18,748
+13,256
+241% +$227K 0.03% 244
2018
Q4 		$84K Hold
5,492
– – 0.01% 383
2018
Q3 		$104K Sell
5,492
-236
-4% -$4.5K 0.01% 369
2018
Q2 		$105K Sell
5,728
-260
-4% -$4.7K 0.01% 379
2018
Q1 		$103K Buy
5,988
+1,304
+28% +$23K 0.01% 373
2017
Q4 		$82K Hold
4,684
– – 0.01% 372
2017
Q3 		$79K Hold
4,684
– – 0.01% 377
2017
Q2 		$75K Sell
4,684
-292
-6% -$4.61K 0.01% 406
2017
Q1 		$78K Buy
4,976
+4,584
+1,169% +$71.8K 0.01% 387
2016
Q4 		$6K Hold
392
– – ﹤0.01% 726
2016
Q3 		$6K Hold
392
– – ﹤0.01% 721
2016
Q2 		$5K Sell
392
-576
-60% -$7.65K ﹤0.01% 778
2016
Q1 		$13K Buy
968
+416
+75% +$5.04K ﹤0.01% 626
2015
Q4 		$7K Sell
552
-1,240
-69% -$16.6K ﹤0.01% 727
2015
Q3 		$23K Buy
1,792
+1,692
+1,692% +$23.3K ﹤0.01% 544
2015
Q2 		$1K Hold
100
– – ﹤0.01% 942
2015
Q1 		$1K Hold
100
– – ﹤0.01% 863
2014
Q4 		$1K Hold
100
– – ﹤0.01% 785
2014
Q3 		$1K Hold
100
– – ﹤0.01% 763
2014
Q2 		$1K Hold
100
– – ﹤0.01% 777
2014
Q1 		$1K Hold
100
– – ﹤0.01% 726
2013
Q4 		$1K Buy
+100
New +$1.26K ﹤0.01% 658

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sandy Spring Bank's SCHA Position: Q1 2025 in Review

Sandy Spring Bank increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2025, buying an estimated $3.8K and bringing the position to 12,549 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #323.

Sandy Spring Bank first reported a position in SCHA in Q4 2013 and has held it in 46 quarters since. The position peaked at $392K in Q4 2019. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Sandy Spring Bank held 12,549 shares of Schwab U.S Small- Cap ETF worth $294K as of Q1 2025.
  • Sandy Spring Bank bought 149 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $3.8K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #323 holding.
  • Sandy Spring Bank first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and has held it in 46 quarters since.
  • Sandy Spring Bank's Schwab U.S Small- Cap ETF position peaked at $392K in Q4 2019.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.