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 Q3	$54.5K	Buy	1,671 +94	+6%	+$3.22K	﹤0.01%	328
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

Other funds holding SCHA

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

FFP

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Tompkins Financial's SCHA Position: Q3 2026 in Review

Tompkins Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6% in Q3 2026, buying an estimated $3.22K and bringing the position to 1,671 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Tompkins Financial first reported a position in SCHA in Q1 2020 and has held it in 17 quarters since. The position peaked at $57K in Q2 2026. 16 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Tompkins Financial held 1,671 shares of Schwab U.S Small- Cap ETF worth $54.5K as of Q3 2026.
Tompkins Financial bought 94 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $3.22K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #328 holding.
Tompkins Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 17 quarters since.
Tompkins Financial's Schwab U.S Small- Cap ETF position peaked at $57K in Q2 2026.
16 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.