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Trust Company of Toledo’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Trust Company of Toledo’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 		$7.08K Hold
196
– – ﹤0.01% 733
2026
Q1 		$5.7K Buy
+196
New +$5.88K ﹤0.01% 686

Other funds holding SCHA

Empower Advisory Group
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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

Trust Company of Toledo's SCHA Position: Q2 2026 in Review

Trust Company of Toledo held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 196 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Trust Company of Toledo first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Trust Company of Toledo held 196 shares of Schwab U.S Small- Cap ETF worth $7.08K as of Q2 2026.
  • Trust Company of Toledo left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #733 holding.
  • Trust Company of Toledo first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.