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Schwab U S Small Cap ETF shares owned by BankPlus Trust Department

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by BankPlus Trust Department from 13F filings

Historical chart of BankPlus Trust Department investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by BankPlus Trust Department consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by BankPlus Trust Department

Quarter filed Position value Share count Share price at filing
2026-06-30 $11k 307 36.13

More positions owned by BankPlus Trust Department

iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
John Hancock Exchange Traded multifactor mi (JHMM)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Lam Research (LRCX)
W.W. Grainger (GWW)
Progressive Corporation (PGR)
Cisco Systems (CSCO)
Amazon (AMZN)
Texas Instruments Incorporated (TXN)
Alphabet Inc Class C cs (GOOG)

View all positions for BankPlus Trust Department

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Creative Planning
UBS Group
Financial Engines Advisors L.L.C
HPM Partners
Advisory Alpha
Mariner Wealth Advisors
Savant Capital Management
Wealth Enhancement Advisory Services
LPL Financial
Steele Capital Management
Jones Financial Companies, L.L

View all funds holding Schwab U S Small Cap ETF