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Synovus Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Synovus Financial’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
Q3 		$770K Sell
27,590
-980
-3% -$26.2K 0.01% 578
2025
Q2 		$723K Buy
28,570
+38
+0.1% +$898 0.01% 571
2025
Q1 		$668K Buy
28,532
+233
+0.8% +$5.94K 0.01% 586
2024
Q4 		$732K Sell
28,299
-22,041
-44% -$586K 0.01% 547
2024
Q3 		$1.3M Buy
50,340
+22,484
+81% +$558K 0.02% 453
2024
Q2 		$661K Buy
27,856
+5,908
+27% +$140K 0.01% 554
2024
Q1 		$541K Buy
21,948
+5,324
+32% +$125K 0.01% 613
2023
Q4 		$393K Sell
16,624
-2,380
-13% -$50.2K 0.01% 666
2023
Q3 		$394K Sell
19,004
-190
-1% -$4.17K ﹤0.01% 675
2023
Q2 		$420K Sell
19,194
-30
-0.2% -$625 ﹤0.01% 651
2023
Q1 		$403K Sell
19,224
-164
-0.8% -$3.52K ﹤0.01% 660
2022
Q4 		$393K Sell
19,388
-12
-0.1% -$246 ﹤0.01% 675
2022
Q3 		$366K Buy
19,400
+232
+1% +$4.85K ﹤0.01% 659
2022
Q2 		$374K Sell
19,168
-104
-0.5% -$2.22K ﹤0.01% 662
2022
Q1 		$454K Sell
19,272
-168
-0.9% -$3.97K ﹤0.01% 645
2021
Q4 		$497K Buy
19,440
+744
+4% +$19.3K ﹤0.01% 633
2021
Q3 		$467K Sell
18,696
-300
-2% -$7.62K ﹤0.01% 621
2021
Q2 		$492K Buy
+18,996
New +$486K ﹤0.01% 617
2021
Q1 		– Sell
-19,580
Closed -$436K – 783
2020
Q4 		$436K Sell
19,580
-1,696
-8% -$33.8K 0.01% 573
2020
Q3 		$362K Buy
+21,276
New +$366K ﹤0.01% 567
2019
Q2 		– Sell
-452
Closed -$8K – 1431
2019
Q1 		$8K Hold
452
– – ﹤0.01% 1156
2018
Q4 		$7K Hold
452
– – ﹤0.01% 1151
2018
Q3 		$9K Hold
452
– – ﹤0.01% 1149
2018
Q2 		$8K Buy
+452
New +$8.18K ﹤0.01% 1088

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Synovus Financial's SCHA Position: Q3 2025 in Review

Synovus Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.4% in Q3 2025, selling an estimated $26.2K and leaving 27,590 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #578.

Synovus Financial first reported a position in SCHA in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.3M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Synovus Financial held 27,590 shares of Schwab U.S Small- Cap ETF worth $770K as of Q3 2025.
  • Synovus Financial sold 980 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $26.2K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #578 holding.
  • Synovus Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 24 quarters since.
  • Synovus Financial's Schwab U.S Small- Cap ETF position peaked at $1.3M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.