Citadel Advisors
SCHA icon

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
2025
Q2 		– Sell
-2,700
Closed -$63.3K – 14744
2025
Q1 		$63.3K Buy
2,700
+2,100
+350% +$53.5K ﹤0.01% 12046
2024
Q4 		$15.5K Sell
600
-1,200
-67% -$31.9K ﹤0.01% 13343
2024
Q3 		$46.4K Sell
1,800
-58,800
-97% -$1.46M ﹤0.01% 11994
2024
Q2 		$1.44M Buy
60,600
+40,800
+206% +$967K ﹤0.01% 5905
2024
Q1 		$487K Buy
19,800
+17,200
+662% +$403K ﹤0.01% 8460
2023
Q4 		$61.4K Sell
2,600
-800
-24% -$16.9K ﹤0.01% 11568
2023
Q3 		$70.4K Buy
3,400
+2,200
+183% +$48.3K ﹤0.01% 11319
2023
Q2 		$26.3K Sell
1,200
-2,000
-63% -$41.7K ﹤0.01% 12498
2023
Q1 		$67.1K Buy
+3,200
New +$68.8K ﹤0.01% 11793
2021
Q4 		– Sell
-10,400
Closed -$260K – 14641
2021
Q3 		$260K Buy
+10,400
New +$264K ﹤0.01% 11390

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.