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

Citadel 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 		$614K Sell
21,100
-1,800
-8% -$54K ﹤0.01% 8788
2025
Q4 		$652K Sell
22,900
-6,100
-21% -$172K ﹤0.01% 8373
2025
Q3 		$809K Buy
29,000
+20,600
+245% +$551K ﹤0.01% 8006
2025
Q2 		$213K Sell
8,400
-6,400
-43% -$151K ﹤0.01% 10548
2025
Q1 		$347K Sell
14,800
-800
-5% -$20.4K ﹤0.01% 9267
2024
Q4 		$403K Sell
15,600
-11,200
-42% -$298K ﹤0.01% 9027
2024
Q3 		$690K Buy
26,800
+3,800
+17% +$94.3K ﹤0.01% 7576
2024
Q2 		$546K Sell
23,000
-11,400
-33% -$270K ﹤0.01% 7874
2024
Q1 		$847K Buy
34,400
+11,400
+50% +$267K ﹤0.01% 7284
2023
Q4 		$543K Sell
23,000
-22,800
-50% -$481K ﹤0.01% 7922
2023
Q3 		$949K Sell
45,800
-7,200
-14% -$158K ﹤0.01% 6664
2023
Q2 		$1.16M Sell
53,000
-6,600
-11% -$138K ﹤0.01% 6154
2023
Q1 		$1.25M Buy
59,600
+16,400
+38% +$352K ﹤0.01% 6305
2022
Q4 		$875K Buy
43,200
+14,200
+49% +$291K ﹤0.01% 7061
2022
Q3 		$548K Sell
29,000
-9,800
-25% -$205K ﹤0.01% 8260
2022
Q2 		$756K Buy
38,800
+3,600
+10% +$77K ﹤0.01% 7681
2022
Q1 		$834K Sell
35,200
-16,800
-32% -$397K ﹤0.01% 8126
2021
Q4 		$1.33M Buy
52,000
+12,400
+31% +$321K ﹤0.01% 7181
2021
Q3 		$991K Buy
39,600
+27,600
+230% +$701K ﹤0.01% 8171
2021
Q2 		$313K Buy
+12,000
New +$307K ﹤0.01% 11156

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

Citadel Advisors's SCHA Position: Q1 2026 in Review

Citadel Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 972% in Q1 2026, buying an estimated $4.75M and bringing the position to 174,856 shares worth $5.08M. The position accounts for ﹤0.01% of the portfolio, ranked #4304.

Citadel Advisors first reported a position in SCHA in Q4 2014 and has held it in 30 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Citadel Advisors held 174,856 shares of Schwab U.S Small- Cap ETF worth $5.08M as of Q1 2026.
  • Citadel Advisors bought 158,552 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $4.75M.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4304 holding.
  • Citadel Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 30 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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