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Ancora Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ancora Advisors’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
Q1 		$225K Buy
7,753
+417
+6% +$12.5K ﹤0.01% 688
2025
Q4 		$209K Buy
7,336
+2,047
+39% +$57.8K ﹤0.01% 730
2025
Q3 		$148K Sell
5,289
-441
-8% -$11.8K ﹤0.01% 781
2025
Q2 		$145K Sell
5,730
-1,490
-21% -$35.2K ﹤0.01% 797
2025
Q1 		$169K Buy
7,220
+2,740
+61% +$69.8K ﹤0.01% 752
2024
Q4 		$116K Hold
4,480
– – ﹤0.01% 824
2024
Q3 		$115K Hold
4,480
– – ﹤0.01% 794
2024
Q2 		$106K Sell
4,480
-2,200
-33% -$52.1K ﹤0.01% 790
2024
Q1 		$164K Buy
6,680
+2,240
+50% +$52.5K ﹤0.01% 715
2023
Q4 		$105K Buy
4,440
+56
+1% +$1.18K ﹤0.01% 790
2023
Q3 		$90.8K Buy
4,384
+320
+8% +$7.02K ﹤0.01% 798
2023
Q2 		$89K Sell
4,064
-230
-5% -$4.79K ﹤0.01% 798
2023
Q1 		$90K Buy
4,294
+230
+6% +$4.94K ﹤0.01% 791
2022
Q4 		$82K Buy
4,064
+2,144
+112% +$43.9K ﹤0.01% 865
2022
Q3 		$36K Sell
1,920
-1,192
-38% -$24.9K ﹤0.01% 1181
2022
Q2 		$61K Buy
3,112
+1,470
+90% +$31.4K ﹤0.01% 1111
2022
Q1 		$39K Buy
1,642
+50
+3% +$1.18K ﹤0.01% 1349
2021
Q4 		$41K Buy
1,592
+8
+0.5% +$207 ﹤0.01% 1355
2021
Q3 		$40K Buy
1,584
+4
+0.3% +$102 ﹤0.01% 1269
2021
Q2 		$41K Hold
1,580
– – ﹤0.01% 1163
2021
Q1 		$39K Buy
1,580
+144
+10% +$3.54K ﹤0.01% 1141
2020
Q4 		$32K Buy
1,436
+8
+0.6% +$159 ﹤0.01% 979
2020
Q3 		$24K Buy
1,428
+4
+0.3% +$69 ﹤0.01% 993
2020
Q2 		$23K Buy
1,424
+4
+0.3% +$60 ﹤0.01% 972
2020
Q1 		$18K Buy
1,420
+4
+0.3% +$68 ﹤0.01% 1079
2019
Q4 		$27K Buy
+1,416
New +$25.6K ﹤0.01% 1014
2018
Q4 		– Sell
-4,760
Closed -$91K – 1081
2018
Q3 		$91K Buy
+4,760
New +$90.8K ﹤0.01% 771

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ancora Advisors's SCHA Position: Q1 2026 in Review

Ancora Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.7% in Q1 2026, buying an estimated $12.5K and bringing the position to 7,753 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Ancora Advisors first reported a position in SCHA in Q3 2018 and has held it in 27 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Ancora Advisors held 7,753 shares of Schwab U.S Small- Cap ETF worth $225K as of Q1 2026.
  • Ancora Advisors bought 417 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $12.5K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #688 holding.
  • Ancora Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 27 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.