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Oppenheimer Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Oppenheimer Asset 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
Q1 		$485K Buy
16,669
+2,300
+16% +$68.9K 0.01% 874
2025
Q4 		$409K Buy
14,369
+145
+1% +$4.09K 0.01% 859
2025
Q3 		$397K Buy
14,224
+92
+0.7% +$2.46K ﹤0.01% 952
2025
Q2 		$358K Buy
14,132
+44
+0.3% +$1.04K ﹤0.01% 946
2025
Q1 		$330K Buy
14,088
+55
+0.4% +$1.4K ﹤0.01% 944
2024
Q4 		$363K Buy
14,033
+45
+0.3% +$1.2K ﹤0.01% 947
2024
Q3 		$360K Buy
13,988
+18
+0.1% +$447 ﹤0.01% 950
2024
Q2 		$331K Buy
13,970
+3,900
+39% +$92.4K ﹤0.01% 955
2024
Q1 		$248K Sell
10,070
-4,922
-33% -$115K ﹤0.01% 1001
2023
Q4 		$354K Buy
14,992
+350
+2% +$7.38K ﹤0.01% 945
2023
Q3 		$303K Buy
14,642
+4,276
+41% +$93.8K ﹤0.01% 962
2023
Q2 		$227K Buy
10,366
+46
+0.4% +$959 ﹤0.01% 1034
2023
Q1 		$216K Buy
10,320
+174
+2% +$3.74K ﹤0.01% 1036
2022
Q4 		$206K Buy
+10,146
New +$208K ﹤0.01% 1064
2020
Q2 		– Sell
-11,188
Closed -$144K – 1369
2020
Q1 		$144K Sell
11,188
-164
-1% -$2.79K ﹤0.01% 1038
2019
Q4 		$215K Buy
11,352
+1,356
+14% +$24.5K ﹤0.01% 1043
2019
Q3 		$174K Buy
9,996
+1,432
+17% +$25.3K ﹤0.01% 1067
2019
Q2 		$153K Buy
8,564
+8
+0.1% +$141 ﹤0.01% 1115
2019
Q1 		$150K Buy
8,556
+16
+0.2% +$274 ﹤0.01% 1111
2018
Q4 		$130K Buy
+8,540
New +$144K ﹤0.01% 1121
2017
Q4 		– Sell
-5,568
Closed -$94K – 1412
2017
Q3 		$94K Hold
5,568
– – ﹤0.01% 1217
2017
Q2 		$89K Buy
5,568
+60
+1% +$948 ﹤0.01% 1218
2017
Q1 		$87K Buy
+5,508
New +$86.3K ﹤0.01% 1226

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

Oppenheimer Asset Management's SCHA Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q1 2026, buying an estimated $68.9K and bringing the position to 16,669 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #874.

Oppenheimer Asset Management first reported a position in SCHA in Q1 2017 and has held it in 23 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Oppenheimer Asset Management held 16,669 shares of Schwab U.S Small- Cap ETF worth $485K as of Q1 2026.
  • Oppenheimer Asset Management bought 2,300 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $68.9K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #874 holding.
  • Oppenheimer Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 23 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.