SNS Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.53M | Buy |
42,333
+22,448
| +113% | +$742K | 0.03% | 248 |
|
|
2026
Q1 | $578K | Sell |
19,885
-244
| -1% | -$7.31K | 0.05% | 117 |
|
|
2025
Q4 | $573K | Sell |
20,129
-1,553
| -7% | -$43.9K | 0.05% | 112 |
|
|
2025
Q3 | $605K | Sell |
21,682
-579
| -3% | -$15.5K | 0.05% | 108 |
|
|
2025
Q2 | $563K | Buy |
22,261
+108
| +0.5% | +$2.55K | 0.05% | 109 |
|
|
2025
Q1 | $519K | Sell |
22,153
-4,513
| -17% | -$115K | 0.05% | 113 |
|
|
2024
Q4 | $690K | Sell |
26,666
-2,624
| -9% | -$69.8K | 0.07% | 100 |
|
|
2024
Q3 | $754K | Sell |
29,290
-478
| -2% | -$11.9K | 0.08% | 103 |
|
|
2024
Q2 | $709K | Sell |
29,768
-2,736
| -8% | -$64.9K | 0.08% | 100 |
|
|
2024
Q1 | $800K | Sell |
32,504
-3,140
| -9% | -$73.6K | 0.09% | 96 |
|
|
2023
Q4 | $842K | Sell |
35,644
-2,608
| -7% | -$55K | 0.1% | 89 |
|
|
2023
Q3 | $792K | Sell |
38,252
-1,624
| -4% | -$35.6K | 0.1% | 85 |
|
|
2023
Q2 | $873K | Sell |
39,876
-3,566
| -8% | -$74.3K | 0.11% | 86 |
|
|
2023
Q1 | $911K | Sell |
43,442
-2,608
| -6% | -$56.1K | 0.12% | 87 |
|
|
2022
Q4 | $933K | Sell |
46,050
-606
| -1% | -$12.4K | 0.13% | 88 |
|
|
2022
Q3 | $882K | Sell |
46,656
-1,298
| -3% | -$27.1K | 0.13% | 86 |
|
|
2022
Q2 | $935K | Sell |
47,954
-466
| -1% | -$9.96K | 0.12% | 89 |
|
|
2022
Q1 | $1.15M | Sell |
48,420
-3,788
| -7% | -$89.4K | 0.13% | 89 |
|
|
2021
Q4 | $1.34M | Sell |
52,208
-6,120
| -10% | -$158K | 0.14% | 90 |
|
|
2021
Q3 | $1.46M | Sell |
58,328
-6,528
| -10% | -$166K | 0.18% | 80 |
|
|
2021
Q2 | $1.69M | Sell |
64,856
-7,176
| -10% | -$183K | 0.21% | 65 |
|
|
2021
Q1 | $1.79M | Buy |
72,032
+808
| +1% | +$19.9K | 0.24% | 60 |
|
|
2020
Q4 | $1.58M | Buy |
71,224
+2,900
| +4% | +$57.7K | 0.23% | 62 |
|
|
2020
Q3 | $1.17M | Buy |
68,324
+5,064
| +8% | +$87.2K | 0.18% | 80 |
|
|
2020
Q2 | $1.03M | Sell |
63,260
-38,288
| -38% | -$573K | 0.19% | 77 |
|
|
2020
Q1 | $1.31M | Sell |
101,548
-3,328
| -3% | -$56.6K | 0.25% | 74 |
|
|
2019
Q4 | $1.98M | Buy |
104,876
+744
| +0.7% | +$13.5K | 0.35% | 50 |
|
|
2019
Q3 | $1.81M | Buy |
104,132
+2,732
| +3% | +$48.2K | 0.35% | 52 |
|
|
2019
Q2 | $1.81M | Buy |
101,400
+13,204
| +15% | +$233K | 0.34% | 50 |
|
|
2019
Q1 | $1.54M | Sell |
88,196
-8,400
| -9% | -$144K | 0.34% | 54 |
|
|
2018
Q4 | $1.47M | Buy |
96,596
+47,696
| +98% | +$806K | 0.36% | 55 |
|
|
2018
Q3 | $931K | Buy |
48,900
+2,600
| +6% | +$49.6K | 0.22% | 75 |
|
|
2018
Q2 | $852K | Buy |
+46,300
| New | +$838K | 0.22% | 70 |
|
Other funds holding SCHA
AA
SNS Financial Group's SCHA Position: Q2 2026 in Review
SNS Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 113% in Q2 2026, buying an estimated $742K and bringing the position to 42,333 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #248.
SNS Financial Group first reported a position in SCHA in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.98M in Q4 2019. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- SNS Financial Group held 42,333 shares of Schwab U.S Small- Cap ETF worth $1.53M as of Q2 2026.
- SNS Financial Group bought 22,448 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $742K.
- Schwab U.S Small- Cap ETF made up 0.03% of SNS Financial Group's portfolio in Q2 2026, its #248 holding.
- SNS Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 33 quarters since.
- SNS Financial Group's Schwab U.S Small- Cap ETF position peaked at $1.98M in Q4 2019.
- 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.