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John Overdeck’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

John Overdeck’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 		$19.8M Buy
+546,800
New +$18.1M 0.01% 1066
2025
Q4 		– Sell
-20,400
Closed -$569K – 4378
2025
Q3 		$569K Buy
+20,400
New +$545K ﹤0.01% 2922
2025
Q1 		– Sell
-16,400
Closed -$424K – 3458
2024
Q4 		$424K Buy
+16,400
New +$436K ﹤0.01% 2605

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

John Overdeck's SCHA Position: Q2 2026 in Review

John Overdeck opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 546,800 shares worth $19.8M. The stake represents 0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: John Overdeck previously reported a position in SCHA as recently as Q3 2025.

John Overdeck first reported a position in SCHA in Q4 2024 and has held it in 3 quarters since. 1,343 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • John Overdeck held 546,800 shares of Schwab U.S Small- Cap ETF worth $19.8M as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new John Overdeck position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1066 holding.
  • John Overdeck first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,343 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.