Natixis Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Natixis Advisors’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	$6.82M	Sell	188,888 -12,072	-6%	-$399K	0.01%	839
2026 Q1	$5.84M	Buy	200,960 +88,028	+78%	+$2.64M	0.01%	801
2025 Q4	$3.22M	Buy	112,932 +8,760	+8%	+$247K	﹤0.01%	923
2025 Q3	$2.91M	Buy	104,172 +12,346	+13%	+$330K	﹤0.01%	1010
2025 Q2	$2.32M	Sell	91,826 -2,337,000	-96%	-$55.2M	﹤0.01%	1044
2025 Q1	$56.9M	Buy	2,428,826 +2,236,963	+1,166%	+$57M	0.11%	205
2024 Q4	$4.96M	Buy	191,863 +160,573	+513%	+$4.27M	0.01%	825
2024 Q3	$403K	Buy	31,290 +3,072	+11%	+$76.3K	﹤0.01%	1491
2024 Q2	$669K	Buy	28,218 +7,016	+33%	+$166K	﹤0.01%	1369
2024 Q1	$522K	Sell	21,202 -4,434	-17%	-$104K	﹤0.01%	1383
2023 Q4	$605K	Buy	+25,636	New	+$540K	﹤0.01%	1354

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Natixis Advisors's SCHA Position: Q2 2026 in Review

Natixis Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6% in Q2 2026, selling an estimated $399K and leaving 188,888 shares worth $6.82M. The position accounts for 0.01% of the portfolio, ranked #839.

Natixis Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.9M in Q1 2025. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Natixis Advisors held 188,888 shares of Schwab U.S Small- Cap ETF worth $6.82M as of Q2 2026.
Natixis Advisors sold 12,072 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $399K.
Schwab U.S Small- Cap ETF made up 0.01% of Natixis Advisors's portfolio in Q2 2026, its #839 holding.
Natixis Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Natixis Advisors's Schwab U.S Small- Cap ETF position peaked at $56.9M in Q1 2025.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.