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

Trust Company’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 		$440 Buy
13
+2
+18% +$68 ﹤0.01% 779
2026
Q2 		$397 Buy
11
+3
+38% +$99 ﹤0.01% 808
2026
Q1 		$233 Buy
8
+2
+33% +$60 ﹤0.01% 863
2025
Q4 		$171 Buy
+6
New +$169 ﹤0.01% 866

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Trust Company's SCHA Position: Q3 2026 in Review

Trust Company increased its Schwab U.S Small- Cap ETF (SCHA) stake by 18% in Q3 2026, buying an estimated $68 and bringing the position to 13 shares worth $440. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Trust Company first reported a position in SCHA in Q4 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Trust Company held 13 shares of Schwab U.S Small- Cap ETF worth $440 as of Q3 2026.
  • Trust Company bought 2 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $68.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #779 holding.
  • Trust Company first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.