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

Barclays’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
2025
Q4 		– Sell
-1,072
Closed -$29.9K – 5623
2025
Q3 		$29.9K Hold
1,072
– – ﹤0.01% 4880
2025
Q2 		$27.1K Hold
1,072
– – ﹤0.01% 4804
2025
Q1 		$25.1K Hold
1,072
– – ﹤0.01% 4753
2024
Q4 		$27.7K Hold
1,072
– – ﹤0.01% 4874
2024
Q3 		$27.6K Hold
1,072
– – ﹤0.01% 4853
2024
Q2 		$25.4K Hold
1,072
– – ﹤0.01% 4398
2024
Q1 		$26.4K Hold
1,072
– – ﹤0.01% 4723
2023
Q4 		$25.3K Hold
1,072
– – ﹤0.01% 4874
2023
Q3 		$22.2K Hold
1,072
– – ﹤0.01% 4156
2023
Q2 		$23.5K Hold
1,072
– – ﹤0.01% 4103
2023
Q1 		$22.5K Hold
1,072
– – ﹤0.01% 4634
2022
Q4 		$21.7K Hold
1,072
– – ﹤0.01% 4790
2022
Q3 		$20K Hold
1,072
– – ﹤0.01% 4067
2022
Q2 		$21K Hold
1,072
– – ﹤0.01% 4384
2022
Q1 		$25K Hold
1,072
– – ﹤0.01% 4377
2021
Q4 		$27K Hold
1,072
– – ﹤0.01% 3924
2021
Q3 		$27K Sell
1,072
-21,232
-95% -$539K ﹤0.01% 4303
2021
Q2 		$581K Buy
+22,304
New +$570K ﹤0.01% 2997

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return