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

Washington Trust’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
2025 Q2	–	Sell	-240	Closed	-$5.62K	–	624
2025 Q1	$5.62K	Hold	240	–	–	﹤0.01%	647
2024 Q4	$6.21K	Hold	240	–	–	﹤0.01%	717
2024 Q3	$6.18K	Hold	240	–	–	﹤0.01%	716
2024 Q2	$5.69K	Sell	240 -576	-71%	-$13.7K	﹤0.01%	726
2024 Q1	$20.1K	Hold	816	–	–	﹤0.01%	579
2023 Q4	$19.3K	Hold	816	–	–	﹤0.01%	563
2023 Q3	$16.9K	Hold	816	–	–	﹤0.01%	558
2023 Q2	$17.9K	Hold	816	–	–	﹤0.01%	575
2023 Q1	$17.1K	Hold	816	–	–	﹤0.01%	589
2022 Q4	$16.5K	Hold	816	–	–	﹤0.01%	582
2022 Q3	$15K	Sell	816 -48	-6%	-$1K	﹤0.01%	595
2022 Q2	$17K	Hold	864	–	–	﹤0.01%	583
2022 Q1	$20K	Buy	864 +624	+260%	+$14.7K	﹤0.01%	582
2021 Q4	$6K	Hold	240	–	–	﹤0.01%	729
2021 Q3	$6K	Hold	240	–	–	﹤0.01%	845
2021 Q2	$6K	Buy	+240	New	+$6.14K	﹤0.01%	855

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Washington Trust's SCHA Position: Q2 2025 in Review

Washington Trust sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 240 shares — an estimated $5.62K sold.

Washington Trust first reported a position in SCHA in Q2 2021 and held it in 16 quarters. The position peaked at $20.1K in Q1 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Washington Trust reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 240 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $5.62K.
Washington Trust first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 16 quarters.
Washington Trust's Schwab U.S Small- Cap ETF position peaked at $20.1K in Q1 2024.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.