Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Qube Research & Technologies (QRT)’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 		– Sell
-144
Closed -$4.1K – 4047
2025
Q4 		$4.1K Sell
144
-723
-83% -$20.4K ﹤0.01% 3542
2025
Q3 		$24.2K Buy
867
+314
+57% +$8.4K ﹤0.01% 3273
2025
Q2 		$14K Sell
553
-2,780
-83% -$65.7K ﹤0.01% 3288
2025
Q1 		$78.1K Buy
+3,333
New +$85K ﹤0.01% 3040
2024
Q4 		– Sell
-206
Closed -$5.3K – 3774
2024
Q3 		$5.3K Sell
206
-1,978
-91% -$49.1K ﹤0.01% 3090
2024
Q2 		$51.8K Sell
2,184
-7,308
-77% -$173K ﹤0.01% 2737
2024
Q1 		$234K Buy
9,492
+1,632
+21% +$38.2K ﹤0.01% 2945
2023
Q4 		$186K Sell
7,860
-7,838
-50% -$165K ﹤0.01% 2819
2023
Q3 		$325K Buy
15,698
+404
+3% +$8.87K ﹤0.01% 2211
2023
Q2 		$254K Buy
+15,294
New +$319K ﹤0.01% 1708
2023
Q1 		– Sell
-5,800
Closed -$117K – 2968
2022
Q4 		$117K Buy
5,800
+3,112
+116% +$63.8K ﹤0.01% 1965
2022
Q3 		$51K Buy
+2,688
New +$56.2K ﹤0.01% 2133
2021
Q3 		– Sell
-12,420
Closed -$323K – 2706
2021
Q2 		$323K Buy
+12,420
New +$318K ﹤0.01% 1530

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

Qube Research & Technologies (QRT)'s SCHA Position: Q1 2026 in Review

Qube Research & Technologies (QRT) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 144 shares — an estimated $4.1K sold.

Qube Research & Technologies (QRT) first reported a position in SCHA in Q2 2021 and held it in 13 quarters. The position peaked at $325K in Q3 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Qube Research & Technologies (QRT) reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 144 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $4.1K.
  • Qube Research & Technologies (QRT) first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 13 quarters.
  • Qube Research & Technologies (QRT)'s Schwab U.S Small- Cap ETF position peaked at $325K in Q3 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.