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Glenmede Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Glenmede Investment Management’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
2025
Q3 		$627K Sell
22,491
-363
-2% -$9.71K ﹤0.01% 842
2025
Q2 		$578K Buy
+22,854
New +$540K ﹤0.01% 871

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Glenmede Investment Management's SCHA Position: Q3 2025 in Review

Glenmede Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.6% in Q3 2025, selling an estimated $9.71K and leaving 22,491 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Glenmede Investment Management first reported a position in SCHA in Q2 2025 and has held it in 2 quarters since. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Glenmede Investment Management held 22,491 shares of Schwab U.S Small- Cap ETF worth $627K as of Q3 2025.
  • Glenmede Investment Management sold 363 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $9.71K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #842 holding.
  • Glenmede Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.