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

Citigroup’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 		$1.15M Sell
39,637
-8,189
-17% -$245K ﹤0.01% 3027
2025
Q4 		$1.36M Buy
47,826
+4,976
+12% +$141K ﹤0.01% 2934
2025
Q3 		$1.2M Buy
42,850
+26,467
+162% +$708K ﹤0.01% 3052
2025
Q2 		$414K Buy
16,383
+6,128
+60% +$145K ﹤0.01% 3740
2025
Q1 		$240K Sell
10,255
-1,761
-15% -$44.9K ﹤0.01% 4095
2024
Q4 		$311K Sell
12,016
-10,516
-47% -$280K ﹤0.01% 4133
2024
Q3 		$580K Sell
22,532
-7,050
-24% -$175K ﹤0.01% 3635
2024
Q2 		$702K Buy
29,582
+19,656
+198% +$466K ﹤0.01% 3163
2024
Q1 		$244K Buy
9,926
+6,944
+233% +$163K ﹤0.01% 3914
2023
Q4 		$70.4K Sell
2,982
-1,598
-35% -$33.7K ﹤0.01% 4360
2023
Q3 		$94.9K Buy
4,580
+2,492
+119% +$54.7K ﹤0.01% 3944
2023
Q2 		$45.7K Buy
2,088
+1,888
+944% +$39.4K ﹤0.01% 4696
2023
Q1 		$4.19K Sell
200
-336
-63% -$7.22K ﹤0.01% 4982
2022
Q4 		$10.9K Sell
536
-334
-38% -$6.84K ﹤0.01% 4812
2022
Q3 		$16K Sell
870
-438
-33% -$9.16K ﹤0.01% 4822
2022
Q2 		$25K Sell
1,308
-2,042
-61% -$43.7K ﹤0.01% 4876
2022
Q1 		$79K Buy
3,350
+2,654
+381% +$62.6K ﹤0.01% 4527
2021
Q4 		$18K Buy
696
+108
+18% +$2.79K ﹤0.01% 5417
2021
Q3 		$15K Sell
588
-3,844
-87% -$97.6K ﹤0.01% 5358
2021
Q2 		$115K Buy
4,432
+1,332
+43% +$34.1K ﹤0.01% 4465
2021
Q1 		$77K Buy
3,100
+2,380
+331% +$58.5K ﹤0.01% 4491
2020
Q4 		$16K Buy
720
+164
+29% +$3.27K ﹤0.01% 6775
2020
Q3 		$9K Buy
556
+76
+16% +$1.31K ﹤0.01% 6713
2020
Q2 		$8K Sell
480
-1,004
-68% -$15K ﹤0.01% 7143
2020
Q1 		$19K Sell
1,484
-536
-27% -$9.11K ﹤0.01% 6735
2019
Q4 		$38K Sell
2,020
-168
-8% -$3.04K ﹤0.01% 6537
2019
Q3 		$38K Buy
2,188
+428
+24% +$7.56K ﹤0.01% 6308
2019
Q2 		$31K Sell
1,760
-92
-5% -$1.63K ﹤0.01% 6846
2019
Q1 		$32K Buy
1,852
+896
+94% +$15.3K ﹤0.01% 6693
2018
Q4 		$15K Buy
956
+84
+10% +$1.42K ﹤0.01% 7012
2018
Q3 		$17K Sell
872
-48
-5% -$915 ﹤0.01% 7163
2018
Q2 		$17K Sell
920
-440
-32% -$7.96K ﹤0.01% 6997
2018
Q1 		$24K Hold
1,360
– – ﹤0.01% 6650
2017
Q4 		$24K Hold
1,360
– – ﹤0.01% 6646
2017
Q3 		$23K Buy
1,360
+460
+51% +$7.39K ﹤0.01% 6401
2017
Q2 		$14K Buy
900
+600
+200% +$9.48K ﹤0.01% 6419
2017
Q1 		$5K Hold
300
– – ﹤0.01% 6799
2016
Q4 		$5K Buy
+300
New +$4.41K ﹤0.01% 6930
2016
Q2 		– Sell
-1,200
Closed -$16K – 7384
2016
Q1 		$16K Sell
1,200
-211,692
-99% -$2.56M ﹤0.01% 6639
2015
Q4 		$2.77M Sell
212,892
-17,208
-7% -$230K ﹤0.01% 2227
2015
Q3 		$2.92M Sell
230,100
-171,560
-43% -$2.36M ﹤0.01% 2131
2015
Q2 		$5.77M Hold
401,660
– – 0.01% 1621
2015
Q1 		$5.78M Hold
401,660
– – 0.01% 1616
2014
Q4 		$5.54M Buy
401,660
+200,000
+99% +$2.66M ﹤0.01% 1722
2014
Q3 		$2.59M Hold
201,660
– – ﹤0.01% 2355
2014
Q2 		$2.76M Buy
201,660
+1,660
+0.8% +$21.9K ﹤0.01% 2251
2014
Q1 		$2.68M Sell
200,000
-200,000
-50% -$2.64M ﹤0.01% 2164
2013
Q4 		$5.25M Sell
400,000
-68
-0% -$854 ﹤0.01% 1768
2013
Q3 		$4.82M Buy
400,068
+200,068
+100% +$2.35M ﹤0.01% 1790
2013
Q2 		$2.2M Buy
+200,000
New +$2.17M ﹤0.01% 2317

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

Citigroup's SCHA Position: Q1 2026 in Review

Citigroup reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 17% in Q1 2026, selling an estimated $245K and leaving 39,637 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Citigroup first reported a position in SCHA in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.78M in Q1 2015. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Citigroup held 39,637 shares of Schwab U.S Small- Cap ETF worth $1.15M as of Q1 2026.
  • Citigroup sold 8,189 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $245K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #3027 holding.
  • Citigroup first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 50 quarters since.
  • Citigroup's Schwab U.S Small- Cap ETF position peaked at $5.78M in Q1 2015.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.