ZBNA
SCHA icon

Zions Bancorporation, National Association’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Zions Bancorporation, National Association’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 		$644K Sell
17,838
-6,162
-26% -$204K 0.04% 214
2026
Q1 		$698K Buy
+24,000
New +$719K 0.05% 220

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

Zions Bancorporation, National Association's SCHA Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 26% in Q2 2026, selling an estimated $204K and leaving 17,838 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #214.

Zions Bancorporation, National Association first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. The position peaked at $698K in Q1 2026. 695 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Zions Bancorporation, National Association held 17,838 shares of Schwab U.S Small- Cap ETF worth $644K as of Q2 2026.
  • Zions Bancorporation, National Association sold 6,162 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $204K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #214 holding.
  • Zions Bancorporation, National Association first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Zions Bancorporation, National Association's Schwab U.S Small- Cap ETF position peaked at $698K in Q1 2026.
  • 695 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.