EH
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Equitable Holdings’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Equitable Holdings’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 		$2.54M Buy
89,028
+1,973
+2% +$59.1K 0.02% 643
2025
Q4 		$2.48M Sell
87,055
-1,425
-2% -$40.2K 0.02% 572
2025
Q3 		$2.47M Buy
88,480
+3,077
+4% +$82.3K 0.02% 541
2025
Q2 		$2.16M Buy
85,403
+4,373
+5% +$103K 0.02% 538
2025
Q1 		$1.9M Buy
81,030
+2,400
+3% +$61.2K 0.02% 522
2024
Q4 		$2.03M Sell
78,630
-1,448
-2% -$38.5K 0.02% 483
2024
Q3 		$2.06M Sell
80,078
-328
-0.4% -$8.14K 0.02% 482
2024
Q2 		$1.91M Buy
80,406
+640
+0.8% +$15.2K 0.02% 477
2024
Q1 		$1.96M Buy
79,766
+1,072
+1% +$25.1K 0.02% 447
2023
Q4 		$1.86M Buy
78,694
+32,916
+72% +$694K 0.02% 430
2023
Q3 		$948K Buy
45,778
+10,426
+29% +$229K 0.01% 550
2023
Q2 		$774K Buy
35,352
+8,578
+32% +$179K 0.01% 586
2023
Q1 		$561K Buy
26,774
+366
+1% +$7.87K 0.01% 622
2022
Q4 		$535K Sell
26,408
-604
-2% -$12.4K 0.01% 598
2022
Q3 		$511K Buy
27,012
+1,048
+4% +$21.9K 0.01% 552
2022
Q2 		$506K Buy
25,964
+4,634
+22% +$99.1K 0.01% 562
2022
Q1 		$505K Buy
21,330
+1,498
+8% +$35.4K 0.01% 570
2021
Q4 		$508K Buy
19,832
+208
+1% +$5.38K 0.01% 561
2021
Q3 		$491K Buy
19,624
+1,056
+6% +$26.8K 0.01% 549
2021
Q2 		$484K Buy
18,568
+280
+2% +$7.16K 0.01% 545
2021
Q1 		$456K Buy
18,288
+1,656
+10% +$40.7K 0.01% 530
2020
Q4 		$370K Buy
16,632
+132
+0.8% +$2.63K 0.01% 521
2020
Q3 		$282K Sell
16,500
-2,000
-11% -$34.4K 0.01% 525
2020
Q2 		$302K Sell
18,500
-1,600
-8% -$24K 0.01% 505
2020
Q1 		$259K Buy
20,100
+4,688
+30% +$79.7K 0.01% 490
2019
Q4 		$291K Buy
+15,412
New +$279K 0.01% 499

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

Equitable Holdings's SCHA Position: Q1 2026 in Review

Equitable Holdings increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q1 2026, buying an estimated $59.1K and bringing the position to 89,028 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #643.

Equitable Holdings first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Equitable Holdings held 89,028 shares of Schwab U.S Small- Cap ETF worth $2.54M as of Q1 2026.
  • Equitable Holdings bought 1,973 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $59.1K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #643 holding.
  • Equitable Holdings first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.