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

New York Life 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
2026
Q2 		$61.2M Sell
1,694,799
-76,891
-4% -$2.54M 0.43% 48
2026
Q1 		$51.5M Buy
1,771,690
+41,282
+2% +$1.24M 0.44% 39
2025
Q4 		$49.3M Buy
1,730,408
+379,639
+28% +$10.7M 0.42% 42
2025
Q3 		$37.7M Buy
1,350,769
+813,680
+151% +$21.8M 0.33% 57
2025
Q2 		$13.6M Buy
537,089
+92,083
+21% +$2.18M 0.13% 149
2025
Q1 		$10.4M Buy
445,006
+24,818
+6% +$633K 0.11% 176
2024
Q4 		$10.9M Sell
420,188
-80,066
-16% -$2.13M 0.11% 175
2024
Q3 		$12.9M Sell
500,254
-133,462
-21% -$3.31M 0.13% 160
2024
Q2 		$15M Buy
633,716
+107,634
+20% +$2.55M 0.15% 140
2024
Q1 		$13M Buy
526,082
+20,448
+4% +$479K 0.13% 153
2023
Q4 		$11.9M Sell
505,634
-11,072
-2% -$233K 0.12% 152
2023
Q3 		$10.7M Buy
516,706
+75,714
+17% +$1.66M 0.12% 161
2023
Q2 		$9.66M Sell
440,992
-636,372
-59% -$13.3M 0.1% 188
2023
Q1 		$22.6M Buy
1,077,364
+59,334
+6% +$1.28M 0.25% 80
2022
Q4 		$20.6M Buy
1,018,030
+71,258
+8% +$1.46M 0.24% 99
2022
Q3 		$17.9M Buy
946,772
+43,894
+5% +$918K 0.22% 97
2022
Q2 		$17.6M Buy
902,878
+112,270
+14% +$2.4M 0.2% 101
2022
Q1 		$18.7M Sell
790,608
-174,396
-18% -$4.12M 0.99% 12
2021
Q4 		$24.7M Buy
965,004
+208,616
+28% +$5.4M 1.29% 10
2021
Q3 		$18.9M Buy
756,388
+441,080
+140% +$11.2M 1.04% 10
2021
Q2 		$8.21M Buy
315,308
+138,052
+78% +$3.53M 0.47% 17
2021
Q1 		$4.42M Buy
+177,256
New +$4.36M 0.27% 23

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

New York Life Investment Management's SCHA Position: Q2 2026 in Review

New York Life Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.3% in Q2 2026, selling an estimated $2.54M and leaving 1,694,799 shares worth $61.2M. The position accounts for 0.43% of the portfolio, ranked #48.

New York Life Investment Management first reported a position in SCHA in Q1 2021 and has held it in 22 quarters since. 1,013 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • New York Life Investment Management held 1,694,799 shares of Schwab U.S Small- Cap ETF worth $61.2M as of Q2 2026.
  • New York Life Investment Management sold 76,891 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.54M.
  • Schwab U.S Small- Cap ETF made up 0.43% of New York Life Investment Management's portfolio in Q2 2026, its #48 holding.
  • New York Life Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.