Truist Financial
SCHA icon

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

Truist 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 		$12.5M Buy
346,763
+36
+0% +$1.19K 0.02% 578
2026
Q1 		$10.1M Sell
346,727
-2,167
-0.6% -$65K 0.01% 610
2025
Q4 		$9.94M Sell
348,894
-6,375
-2% -$180K 0.01% 607
2025
Q3 		$9.91M Sell
355,269
-936
-0.3% -$25K 0.01% 615
2025
Q2 		$9.01M Buy
356,205
+5,406
+2% +$128K 0.01% 623
2025
Q1 		$8.22M Buy
350,799
+1,975
+0.6% +$50.3K 0.01% 628
2024
Q4 		$9.02M Sell
348,824
-12,256
-3% -$326K 0.01% 609
2024
Q3 		$9.3M Sell
361,080
-6,364
-2% -$158K 0.01% 610
2024
Q2 		$8.72M Sell
367,444
-4,964
-1% -$118K 0.01% 646
2024
Q1 		$9.17M Sell
372,408
-7,702
-2% -$180K 0.01% 651
2023
Q4 		$8.98M Sell
380,110
-11,370
-3% -$240K 0.01% 651
2023
Q3 		$8.11M Sell
391,480
-15,212
-4% -$334K 0.01% 651
2023
Q2 		$8.91M Sell
406,692
-27,450
-6% -$572K 0.01% 623
2023
Q1 		$9.1M Buy
434,142
+1,352
+0.3% +$29.1K 0.02% 612
2022
Q4 		$8.77M Sell
432,790
-10,136
-2% -$208K 0.02% 619
2022
Q3 		$8.37M Sell
442,926
-73,400
-14% -$1.54M 0.02% 615
2022
Q2 		$10.1M Sell
516,326
-48,600
-9% -$1.04M 0.02% 568
2022
Q1 		$13.4M Sell
564,926
-12,766
-2% -$301K 0.02% 548
2021
Q4 		$14.8M Buy
577,692
+59,028
+11% +$1.53M 0.02% 524
2021
Q3 		$13M Sell
518,664
-2,556
-0.5% -$64.9K 0.02% 546
2021
Q2 		$13.6M Buy
521,220
+15,140
+3% +$387K 0.02% 531
2021
Q1 		$12.6M Buy
506,080
+70,540
+16% +$1.73M 0.02% 541
2020
Q4 		$9.69M Sell
435,540
-2,116
-0.5% -$42.1K 0.02% 610
2020
Q3 		$7.48M Sell
437,656
-3,796
-0.9% -$65.4K 0.02% 630
2020
Q2 		$7.21M Buy
441,452
+3,476
+0.8% +$52K 0.02% 620
2020
Q1 		$5.64M Sell
437,976
-7,160
-2% -$122K 0.01% 640
2019
Q4 		$8.42M Buy
+445,136
New +$8.05M 0.02% 618

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
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
AA
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

Truist Financial's SCHA Position: Q2 2026 in Review

Truist Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q2 2026, buying an estimated $1.19K and bringing the position to 346,763 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #578.

Truist Financial first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.8M in Q4 2021. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Truist Financial held 346,763 shares of Schwab U.S Small- Cap ETF worth $12.5M as of Q2 2026.
  • Truist Financial bought 36 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.19K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #578 holding.
  • Truist Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Schwab U.S Small- Cap ETF position peaked at $14.8M in Q4 2021.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.