Security record · archived quarter
SCHA
Schwab U.S. Small-Cap ETF · Financial Services · Asset Management
5Tracked holders
—Δ holders
290.46KShares held
$13.78MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 68 | +3 | 127.38M | $4.59B | +6 | −3 |
| Q1 2026 | 66 | -3 | 126.81M | $3.69B | +2 | −5 |
| Q4 2025 | 69 | 0 | 130.14M | $3.65B | +3 | −3 |
| Q3 2025 | 12 | +3 | 6.48M | $180.69M | +3 | — |
| Q2 2025 | 6 | -1 | 513.29K | $12.99M | — | −1 |
| Q1 2025 | 4 | 0 | 135.06K | $3.16M | +2 | −2 |
| Q4 2024 | 4 | +1 | 197.97K | $5.12M | +2 | −1 |
| Q3 2024 | 3 | -2 | 79.44K | $4.09M | — | −2 |
| Q2 2024 | 5 | — | 290.46K | $13.78M | — | — |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 155.35K | — | $7.37M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 60.48K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 47.95K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 47.95K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 17.10K | — | $811,395 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 9.58K | — | $454,451 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,241 holders, 245.93M shares, $7.01B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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