CFG
SCHA icon

Citizens Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Citizens Financial Group’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
Q2 		$2.92M Sell
80,944
-1,744
-2% -$57.6K 0.04% 253
2026
Q1 		$2.4M Sell
82,688
-17,938
-18% -$538K 0.03% 257
2025
Q4 		$2.87M Buy
100,626
+112
+0.1% +$3.16K 0.04% 233
2025
Q3 		$2.8M Buy
100,514
+1,367
+1% +$36.6K 0.04% 234
2025
Q2 		$2.51M Buy
99,147
+171
+0.2% +$4.04K 0.04% 234
2025
Q1 		$2.32M Sell
98,976
-359
-0.4% -$9.15K 0.05% 219
2024
Q4 		$2.57M Sell
99,335
-5,289
-5% -$141K 0.05% 204
2024
Q3 		$2.69M Buy
104,624
+5,502
+6% +$137K 0.05% 194
2024
Q2 		$2.36M Buy
99,122
+2,100
+2% +$49.8K 0.05% 187
2024
Q1 		$2.39M Sell
97,022
-15,084
-13% -$353K 0.08% 145
2023
Q4 		$2.65M Buy
112,106
+840
+0.8% +$17.7K 0.09% 147
2023
Q3 		$2.3M Sell
111,266
-3,094
-3% -$67.9K 0.09% 129
2023
Q2 		$2.5M Sell
114,360
-5,852
-5% -$122K 0.09% 150
2023
Q1 		$2.52M Buy
120,212
+644
+0.5% +$13.8K 0.09% 148
2022
Q4 		$2.42M Sell
119,568
-7,976
-6% -$163K 0.09% 134
2022
Q3 		$2.41M Buy
127,544
+8,904
+8% +$186K 0.11% 128
2022
Q2 		$2.31M Sell
118,640
-3,478
-3% -$74.4K 0.1% 134
2022
Q1 		$2.89M Sell
122,118
-1,214
-1% -$28.7K 0.1% 130
2021
Q4 		$3.16M Buy
123,332
+14,552
+13% +$377K 0.11% 133
2021
Q3 		$2.72M Buy
108,780
+49,668
+84% +$1.26M 0.1% 135
2021
Q2 		$1.54M Buy
59,112
+1,668
+3% +$42.6K 0.07% 151
2021
Q1 		$1.43M Buy
57,444
+112
+0.2% +$2.75K 0.08% 139
2020
Q4 		$1.28M Sell
57,332
-520
-0.9% -$10.4K 0.07% 140
2020
Q3 		$1.01M Buy
57,852
+27,284
+89% +$470K 0.06% 140
2020
Q2 		$499K Buy
30,568
+48
+0.2% +$719 0.04% 187
2020
Q1 		$393K Buy
+30,520
New +$519K 0.03% 202

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

Citizens Financial Group's SCHA Position: Q2 2026 in Review

Citizens Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.1% in Q2 2026, selling an estimated $57.6K and leaving 80,944 shares worth $2.92M. The position accounts for 0.04% of the portfolio, ranked #253.

Citizens Financial Group first reported a position in SCHA in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.16M in Q4 2021. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Citizens Financial Group held 80,944 shares of Schwab U.S Small- Cap ETF worth $2.92M as of Q2 2026.
  • Citizens Financial Group sold 1,744 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $57.6K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Citizens Financial Group's portfolio in Q2 2026, its #253 holding.
  • Citizens Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Citizens Financial Group's Schwab U.S Small- Cap ETF position peaked at $3.16M in Q4 2021.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.