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

WhitTier 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
Q2 		$9.92M Sell
287,497
-608
-0.2% -$20.1K 0.19% 105
2026
Q1 		$8.54M Sell
288,105
-1,500
-0.5% -$45K 0.18% 106
2025
Q4 		$8.6M Buy
289,605
+7,298
+3% +$206K 0.18% 109
2025
Q3 		$7.98M Buy
282,307
+625
+0.2% +$16.7K 0.17% 113
2025
Q2 		$7.12M Sell
281,682
-9,993
-3% -$236K 0.16% 123
2025
Q1 		$6.83M Sell
291,675
-4,923
-2% -$125K 0.17% 120
2024
Q4 		$7.67M Sell
296,598
-810
-0.3% -$21.6K 0.19% 106
2024
Q3 		$7.66M Sell
297,408
-7,728
-3% -$192K 0.2% 104
2024
Q2 		$7.24M Sell
305,136
-10,482
-3% -$248K 0.2% 100
2024
Q1 		$7.77M Sell
315,618
-4,526
-1% -$106K 0.22% 104
2023
Q4 		$7.56M Buy
320,144
+56,406
+21% +$1.19M 0.24% 98
2023
Q3 		$5.46M Buy
263,738
+40
+0% +$878 0.19% 115
2023
Q2 		$5.77M Sell
263,698
-280
-0.1% -$5.84K 0.2% 117
2023
Q1 		$5.53M Buy
263,978
+830
+0.3% +$17.8K 0.2% 117
2022
Q4 		$5.33M Buy
263,148
+59,238
+29% +$1.21M 0.21% 116
2022
Q3 		$3.85M Sell
203,910
-9,238
-4% -$193K 0.16% 133
2022
Q2 		$4.16M Buy
213,148
+15,544
+8% +$332K 0.17% 128
2022
Q1 		$4.68M Sell
197,604
-3,504
-2% -$82.7K 0.17% 126
2021
Q4 		$5.15M Sell
201,108
-2,340
-1% -$60.5K 0.19% 119
2021
Q3 		$5.09M Buy
203,448
+1,700
+0.8% +$43.2K 0.21% 114
2021
Q2 		$5.25M Buy
201,748
+12,576
+7% +$322K 0.22% 109
2021
Q1 		$4.71M Buy
189,172
+3,900
+2% +$95.9K 0.21% 111
2020
Q4 		$4.12M Buy
185,272
+18,104
+11% +$360K 0.21% 110
2020
Q3 		$2.85M Buy
167,168
+8,124
+5% +$140K 0.16% 124
2020
Q2 		$2.6M Buy
159,044
+99,272
+166% +$1.49M 0.16% 125
2020
Q1 		$770K Sell
59,772
-7,420
-11% -$126K 0.06% 218
2019
Q4 		$1.27M Buy
67,192
+10,552
+19% +$191K 0.08% 191
2019
Q3 		$988K Buy
56,640
+1,048
+2% +$18.5K 0.07% 210
2019
Q2 		$994K Hold
55,592
– – 0.07% 198
2019
Q1 		$972K Buy
55,592
+21,336
+62% +$365K 0.07% 193
2018
Q4 		$520K Buy
34,256
+30,908
+923% +$522K 0.04% 260
2018
Q3 		$64K Hold
3,348
– – ﹤0.01% 566
2018
Q2 		$62K Buy
3,348
+1,096
+49% +$19.8K ﹤0.01% 566
2018
Q1 		$39K Buy
2,252
+1,052
+88% +$18.5K ﹤0.01% 656
2017
Q4 		$21K Hold
1,200
– – ﹤0.01% 708
2017
Q3 		$20K Hold
1,200
– – ﹤0.01% 704
2017
Q2 		$19K Hold
1,200
– – ﹤0.01% 709
2017
Q1 		$19K Hold
1,200
– – ﹤0.01% 701
2016
Q4 		$18K Hold
1,200
– – ﹤0.01% 701
2016
Q3 		$17K Hold
1,200
– – ﹤0.01% 711
2016
Q2 		$16K Buy
+1,200
New +$15.9K ﹤0.01% 714

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

WhitTier Trust Company's SCHA Position: Q2 2026 in Review

WhitTier Trust Company reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.21% in Q2 2026, selling an estimated $20.1K and leaving 287,497 shares worth $9.92M. The position accounts for 0.19% of the portfolio, ranked #105.

WhitTier Trust Company first reported a position in SCHA in Q2 2016 and has held it in 41 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • WhitTier Trust Company held 287,497 shares of Schwab U.S Small- Cap ETF worth $9.92M as of Q2 2026.
  • WhitTier Trust Company sold 608 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Schwab U.S Small- Cap ETF made up 0.19% of WhitTier Trust Company's portfolio in Q2 2026, its #105 holding.
  • WhitTier Trust Company first reported a position in Schwab U.S Small- Cap ETF in Q2 2016 and has held it in 41 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.