Prudential Financial
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Prudential Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-25,494
Closed -$656K – 2622
2024
Q3 		$656K Sell
25,494
-1,180
-4% -$29.3K ﹤0.01% 2099
2024
Q2 		$633K Buy
26,674
+1,262
+5% +$29.9K ﹤0.01% 2068
2024
Q1 		$626K Sell
25,412
-10,542
-29% -$247K ﹤0.01% 2080
2023
Q4 		$849K Buy
35,954
+10,866
+43% +$229K ﹤0.01% 1908
2023
Q3 		$520K Buy
25,088
+13,792
+122% +$303K ﹤0.01% 2055
2023
Q2 		$247K Buy
11,296
+1,020
+10% +$21.3K ﹤0.01% 2361
2023
Q1 		$215K Sell
10,276
-482
-4% -$10.4K ﹤0.01% 2380
2022
Q4 		$218K Sell
10,758
-698
-6% -$14.3K ﹤0.01% 2374
2022
Q3 		$218K Buy
11,456
+1,052
+10% +$22K ﹤0.01% 2430
2022
Q2 		$205K Sell
10,404
-4,522
-30% -$96.7K ﹤0.01% 2462
2022
Q1 		$353K Sell
14,926
-57,970
-80% -$1.37M ﹤0.01% 2336
2021
Q4 		$1.98M Buy
72,896
+56,016
+332% +$1.45M ﹤0.01% 1547
2021
Q3 		$430K Buy
16,880
+8,660
+105% +$220K ﹤0.01% 2187
2021
Q2 		$214K Sell
8,220
-672
-8% -$17.2K ﹤0.01% 2434
2021
Q1 		$222K Buy
+8,892
New +$219K ﹤0.01% 2372

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential Financial's SCHA Position: Q4 2024 in Review

Prudential Financial sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 25,494 shares — an estimated $656K sold.

Prudential Financial first reported a position in SCHA in Q1 2021 and held it in 15 quarters. The position peaked at $1.98M in Q4 2021. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Prudential Financial reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 25,494 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $656K.
  • Prudential Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 15 quarters.
  • Prudential Financial's Schwab U.S Small- Cap ETF position peaked at $1.98M in Q4 2021.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.