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Israel Englander’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Israel Englander’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
Q4 		– Sell
-42,630
Closed -$1.19M – 6398
2025
Q3 		$1.19M Buy
+42,630
New +$1.14M ﹤0.01% 4488
2023
Q4 		– Sell
-59,512
Closed -$1.23M – 6478
2023
Q3 		$1.23M Buy
+59,512
New +$1.31M ﹤0.01% 4017
2022
Q3 		– Sell
-33,318
Closed -$650K – 7435
2022
Q2 		$650K Buy
+33,318
New +$712K ﹤0.01% 4746
2021
Q1 		– Sell
-9,228
Closed -$205K – 6447
2020
Q4 		$205K Sell
9,228
-9,680
-51% -$193K ﹤0.01% 4796
2020
Q3 		$323 Sell
18,908
-58,352
-76% -$1M ﹤0.01% 3805
2020
Q2 		$1.26M Buy
+77,260
New +$1.16M ﹤0.01% 2853
2019
Q3 		– Sell
-12,496
Closed -$223K – 4504
2019
Q2 		$223K Sell
12,496
-17,364
-58% -$307K ﹤0.01% 3701
2019
Q1 		$522K Buy
+29,860
New +$511K ﹤0.01% 3235
2018
Q4 		– Sell
-15,808
Closed -$301K – 4123
2018
Q3 		$301K Sell
15,808
-27,428
-63% -$523K ﹤0.01% 3480
2018
Q2 		$795K Buy
43,236
+3,996
+10% +$72.3K ﹤0.01% 2951
2018
Q1 		$678K Sell
39,240
-8,708
-18% -$154K ﹤0.01% 2892
2017
Q4 		$836K Buy
47,948
+19,724
+70% +$338K ﹤0.01% 2803
2017
Q3 		$475K Sell
28,224
-57,180
-67% -$919K ﹤0.01% 2865
2017
Q2 		$1.36M Buy
+85,404
New +$1.35M ﹤0.01% 2296
2017
Q1 		– Sell
-26,608
Closed -$409K – 3804
2016
Q4 		$409K Buy
+26,608
New +$391K ﹤0.01% 2770

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Israel Englander's SCHA Position: Q4 2025 in Review

Israel Englander sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 42,630 shares — an estimated $1.19M sold.

Israel Englander first reported a position in SCHA in Q4 2016 and held it in 15 quarters. The position peaked at $1.36M in Q2 2017. 1,241 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Israel Englander reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Israel Englander sold 42,630 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $1.19M.
  • Israel Englander first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and held it in 15 quarters.
  • Israel Englander's Schwab U.S Small- Cap ETF position peaked at $1.36M in Q2 2017.
  • 1,241 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Millennium Management's 13F filing for Q4 2025, filed 17 Feb 2026.