D.E. Shaw & Co
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D.E. Shaw & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

D.E. Shaw & Co’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 		– Sell
-104,145
Closed -$3.03M – 5167
2026
Q1 		$3.03M Buy
104,145
+76,618
+278% +$2.3M ﹤0.01% 2587
2025
Q4 		$784K Buy
+27,527
New +$777K ﹤0.01% 3686
2024
Q4 		– Sell
-47,126
Closed -$1.21M – 4816
2024
Q3 		$1.21M Sell
47,126
-263,572
-85% -$6.54M ﹤0.01% 3121
2024
Q2 		$7.37M Buy
310,698
+290,444
+1,434% +$6.88M 0.01% 1553
2024
Q1 		$499K Buy
+20,254
New +$474K ﹤0.01% 3488

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

D.E. Shaw & Co's SCHA Position: Q2 2026 in Review

D.E. Shaw & Co sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 104,145 shares — an estimated $3.03M sold.

D.E. Shaw & Co first reported a position in SCHA in Q1 2024 and held it in 5 quarters. The position peaked at $7.37M in Q2 2024. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • D.E. Shaw & Co reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 104,145 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.03M.
  • D.E. Shaw & Co first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and held it in 5 quarters.
  • D.E. Shaw & Co's Schwab U.S Small- Cap ETF position peaked at $7.37M in Q2 2024.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.