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

Franklin Resources’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 		$79.8K Buy
2,208
+130
+6% +$4.3K ﹤0.01% 3006
2026
Q1 		$60.4K Hold
2,078
– – ﹤0.01% 2989
2025
Q4 		$59.2K Buy
2,078
+1,336
+180% +$37.7K ﹤0.01% 2969
2025
Q3 		$20.7K Hold
742
– – ﹤0.01% 3067
2025
Q2 		$18.8K Sell
742
-98
-12% -$2.32K ﹤0.01% 2959
2025
Q1 		$19.7K Hold
840
– – ﹤0.01% 2902
2024
Q4 		$21.7K Hold
840
– – ﹤0.01% 2853
2024
Q3 		$10.9K Hold
840
– – ﹤0.01% 2871
2024
Q2 		$19.9K Hold
840
– – ﹤0.01% 2788
2024
Q1 		$20.7K Hold
840
– – ﹤0.01% 2812
2023
Q4 		$19.8K Hold
840
– – ﹤0.01% 2576
2023
Q3 		$17.4K Sell
840
-58
-6% -$1.27K ﹤0.01% 2605
2023
Q2 		$19.7K Hold
898
– – ﹤0.01% 2670
2023
Q1 		$18.8K Buy
898
+58
+7% +$1.25K ﹤0.01% 2253
2022
Q4 		$17K Hold
840
– – ﹤0.01% 2282
2022
Q3 		$16K Hold
840
– – ﹤0.01% 2267
2022
Q2 		$16K Hold
840
– – ﹤0.01% 2323
2022
Q1 		$20K Hold
840
– – ﹤0.01% 2404
2021
Q4 		$22K Sell
840
-444,084
-100% -$11.5M ﹤0.01% 2435
2021
Q3 		$11.1M Buy
444,924
+444,084
+52,867% +$11.3M ﹤0.01% 1029
2021
Q2 		$22K Hold
840
– – ﹤0.01% 1987
2021
Q1 		$21K Hold
840
– – ﹤0.01% 1947
2020
Q4 		$19K Sell
840
-360
-30% -$7.17K ﹤0.01% 1872
2020
Q3 		$20K Sell
1,200
-8,000
-87% -$138K ﹤0.01% 1820
2020
Q2 		$156K Buy
+9,200
New +$138K ﹤0.01% 1537

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

Franklin Resources's SCHA Position: Q2 2026 in Review

Franklin Resources increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.3% in Q2 2026, buying an estimated $4.3K and bringing the position to 2,208 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

Franklin Resources first reported a position in SCHA in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.1M in Q3 2021. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Franklin Resources held 2,208 shares of Schwab U.S Small- Cap ETF worth $79.8K as of Q2 2026.
  • Franklin Resources bought 130 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $4.3K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #3006 holding.
  • Franklin Resources first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Franklin Resources's Schwab U.S Small- Cap ETF position peaked at $11.1M in Q3 2021.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.