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
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 $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Citadel Advisors's SCHA Position: Q2 2026 in Review

Citadel Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 174,856 shares — an estimated $5.78M sold.

Citadel Advisors first reported a position in SCHA in Q4 2014 and held it in 30 quarters. The position peaked at $5.08M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Citadel Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 174,856 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.78M.
  • Citadel Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and held it in 30 quarters.
  • Citadel Advisors's Schwab U.S Small- Cap ETF position peaked at $5.08M in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.