Marshall Wace
SCHA icon

Marshall Wace’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Marshall Wace’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 		– Sell
-257,239
Closed -$7.33M – 3630
2025
Q4 		$7.33M Buy
+257,239
New +$7.26M 0.01% 991
2025
Q2 		– Sell
-10,640
Closed -$249K – 3108
2025
Q1 		$249K Buy
+10,640
New +$271K ﹤0.01% 2331

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

Marshall Wace's SCHA Position: Q1 2026 in Review

Marshall Wace sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 257,239 shares — an estimated $7.33M sold.

Marshall Wace first reported a position in SCHA in Q1 2025 and held it in 2 quarters. The position peaked at $7.33M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Marshall Wace reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 257,239 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $7.33M.
  • Marshall Wace first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and held it in 2 quarters.
  • Marshall Wace's Schwab U.S Small- Cap ETF position peaked at $7.33M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.