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Texas Capital Bank Wealth Management Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$670K Sell
18,536
-11,460
-38% -$379K 0.04% 183
2026
Q1 		$872K Hold
29,996
– – 0.05% 150
2025
Q4 		$854K Buy
+29,996
New +$847K 0.05% 150

Other funds holding SCHA

Empower Advisory Group
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's SCHA Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 38% in Q2 2026, selling an estimated $379K and leaving 18,536 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #183.

Texas Capital Bank Wealth Management Services first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $872K in Q1 2026. 1,354 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 18,536 shares of Schwab U.S Small- Cap ETF worth $670K as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 11,460 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $379K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #183 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Texas Capital Bank Wealth Management Services's Schwab U.S Small- Cap ETF position peaked at $872K in Q1 2026.
  • 1,354 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.