SouthState Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SouthState Corp’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	$57.9K	Sell	1,603 -38	-2%	-$1.26K	﹤0.01%	483
2026 Q1	$47.7K	Sell	1,641 -159	-9%	-$4.77K	﹤0.01%	460
2025 Q4	$51.3K	Sell	1,800 -7,338	-80%	-$207K	﹤0.01%	449
2025 Q3	$255K	Sell	9,138 -24,447	-73%	-$654K	0.01%	299
2025 Q2	$850K	Sell	33,585 -11,785	-26%	-$279K	0.04%	224
2025 Q1	$1.06M	Buy	+45,370	New	+$1.16M	0.05%	192
2024 Q4	–	Sell	-1,300	Closed	-$33.5K	–	691
2024 Q3	$33.5K	Hold	1,300	–	–	﹤0.01%	395
2024 Q2	$30.8K	Buy	+1,300	New	+$30.8K	﹤0.01%	411
2023 Q2	–	Sell	-1,200	Closed	-$25.2K	–	639
2023 Q1	$25.2K	Hold	1,200	–	–	﹤0.01%	422
2022 Q4	$24.3K	Buy	+1,200	New	+$24.6K	﹤0.01%	447

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

SouthState Corp's SCHA Position: Q2 2026 in Review

SouthState Corp reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q2 2026, selling an estimated $1.26K and leaving 1,603 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

SouthState Corp first reported a position in SCHA in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.06M in Q1 2025. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

SouthState Corp held 1,603 shares of Schwab U.S Small- Cap ETF worth $57.9K as of Q2 2026.
SouthState Corp sold 38 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.26K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #483 holding.
SouthState Corp first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 10 quarters since.
SouthState Corp's Schwab U.S Small- Cap ETF position peaked at $1.06M in Q1 2025.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.