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

David Shaw’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% 3487

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

David Shaw's SCHA Position: Q2 2026 in Review

David Shaw 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.

David Shaw first reported a position in SCHA in Q1 2024 and held it in 5 quarters. The position peaked at $7.37M in Q2 2024. 1,343 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • David Shaw reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 104,145 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.03M.
  • David Shaw first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and held it in 5 quarters.
  • David Shaw's Schwab U.S Small- Cap ETF position peaked at $7.37M in Q2 2024.
  • 1,343 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.