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

Whittier 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
2026
Q2 		$11M Sell
312,988
-5,646
-2% -$187K 0.11% 142
2026
Q1 		$9.44M Sell
318,634
-1,360
-0.4% -$40.8K 0.11% 143
2025
Q4 		$9.5M Sell
319,994
-2,082
-0.6% -$58.8K 0.1% 151
2025
Q3 		$9.1M Buy
322,076
+5,612
+2% +$150K 0.1% 152
2025
Q2 		$8M Buy
316,464
+7,769
+3% +$184K 0.1% 169
2025
Q1 		$7.23M Sell
308,695
-2,856
-0.9% -$72.8K 0.1% 167
2024
Q4 		$8.06M Sell
311,551
-4,523
-1% -$120K 0.11% 159
2024
Q3 		$8.14M Buy
316,074
+8,098
+3% +$201K 0.11% 158
2024
Q2 		$7.31M Sell
307,976
-2,270
-0.7% -$53.8K 0.1% 157
2024
Q1 		$7.64M Sell
310,246
-25,088
-7% -$588K 0.11% 161
2023
Q4 		$7.92M Buy
335,334
+285,012
+566% +$6.01M 0.13% 152
2023
Q3 		$1.04M Sell
50,322
-5,072
-9% -$111K 0.02% 341
2023
Q2 		$1.21M Sell
55,394
-14,234
-20% -$297K 0.02% 324
2023
Q1 		$1.46M Sell
69,628
-16,324
-19% -$351K 0.03% 303
2022
Q4 		$1.74M Buy
85,952
+49,886
+138% +$1.02M 0.03% 285
2022
Q3 		$681K Buy
36,066
+58
+0.2% +$1.21K 0.01% 405
2022
Q2 		$702K Sell
36,008
-2,500
-6% -$53.4K 0.01% 409
2022
Q1 		$912K Buy
38,508
+3,308
+9% +$78.1K 0.02% 392
2021
Q4 		$901K Hold
35,200
– – 0.01% 404
2021
Q3 		$881K Hold
35,200
– – 0.02% 386
2021
Q2 		$917K Sell
35,200
-1,700
-5% -$43.5K 0.02% 376
2021
Q1 		$919K Hold
36,900
– – 0.02% 372
2020
Q4 		$821K Hold
36,900
– – 0.02% 359
2020
Q3 		$630K Hold
36,900
– – 0.02% 391
2020
Q2 		$603K Hold
36,900
– – 0.02% 373
2020
Q1 		$475K Buy
+36,900
New +$627K 0.02% 391
2019
Q2 		– Sell
-112
Closed -$2K – 1442
2019
Q1 		$2K Sell
112
-1,848
-94% -$31.6K ﹤0.01% 1225
2018
Q4 		$30K Buy
+1,960
New +$33.1K ﹤0.01% 885

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

Whittier Trust's SCHA Position: Q2 2026 in Review

Whittier Trust reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q2 2026, selling an estimated $187K and leaving 312,988 shares worth $11M. The position accounts for 0.11% of the portfolio, ranked #142.

Whittier Trust first reported a position in SCHA in Q4 2018 and has held it in 28 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Whittier Trust held 312,988 shares of Schwab U.S Small- Cap ETF worth $11M as of Q2 2026.
  • Whittier Trust sold 5,646 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $187K.
  • Schwab U.S Small- Cap ETF made up 0.11% of Whittier Trust's portfolio in Q2 2026, its #142 holding.
  • Whittier Trust first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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