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

Tompkins 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
2026 Q2	$57K	Buy	1,577 +494	+46%	+$16.3K	﹤0.01%	324
2026 Q1	$31.5K	Hold	1,083	–	–	﹤0.01%	355
2025 Q4	$30.8K	Buy	1,083 +1,031	+1,983%	+$29.1K	﹤0.01%	341
2025 Q3	$1.45K	Hold	52	–	–	﹤0.01%	514
2025 Q2	$1.32K	Hold	52	–	–	﹤0.01%	515
2025 Q1	$1.22K	Hold	52	–	–	﹤0.01%	534
2024 Q4	$1.34K	Hold	52	–	–	﹤0.01%	498
2024 Q3	$1.34K	Hold	52	–	–	﹤0.01%	545
2024 Q2	$1.23K	Hold	52	–	–	﹤0.01%	555
2024 Q1	$1.28K	Hold	52	–	–	﹤0.01%	588
2023 Q4	$1.23K	Hold	52	–	–	﹤0.01%	606
2023 Q3	$1.08K	Hold	52	–	–	﹤0.01%	552
2023 Q2	$1.14K	Hold	52	–	–	﹤0.01%	573
2023 Q1	$1.09K	Hold	52	–	–	﹤0.01%	605
2022 Q4	$1K	Buy	+52	New	+$1.07K	﹤0.01%	597
2020 Q2	–	Sell	-32	Closed	–	–	409
2020 Q1	$0	Buy	+32	New	+$544	﹤0.01%	441

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Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return