Oppenheimer & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Oppenheimer & Co’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	$209K	Buy	+5,780	New	+$191K	﹤0.01%	1646

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

Oppenheimer & Co's SCHA Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 5,780 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings.

1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Oppenheimer & Co held 5,780 shares of Schwab U.S Small- Cap ETF worth $209K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Oppenheimer & Co position in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1646 holding.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.