Renaissance Technologies
SCHA icon

Renaissance Technologies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Renaissance Technologies’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
2025
Q1 		– Sell
-62,400
Closed -$1.61M – 3787
2024
Q4 		$1.61M Buy
+62,400
New +$1.66M ﹤0.01% 2188
2024
Q3 		– Sell
-34,200
Closed -$811K – 3834
2024
Q2 		$811K Sell
34,200
-3,200
-9% -$75.8K ﹤0.01% 2440
2024
Q1 		$921K Buy
+37,400
New +$876K ﹤0.01% 2537
2023
Q4 		– Sell
-41,600
Closed -$862K – 4082
2023
Q3 		$862K Buy
41,600
+30,600
+278% +$671K ﹤0.01% 2403
2023
Q2 		$241K Buy
+11,000
New +$229K ﹤0.01% 3225
2022
Q4 		– Sell
-29,600
Closed -$559K – 4364
2022
Q3 		$559K Sell
29,600
-6,800
-19% -$142K ﹤0.01% 2866
2022
Q2 		$710K Sell
36,400
-49,800
-58% -$1.06M ﹤0.01% 2932
2022
Q1 		$2.04M Buy
+86,200
New +$2.03M ﹤0.01% 2222
2021
Q4 		– Sell
-82,800
Closed -$2.07M – 4183
2021
Q3 		$2.07M Sell
82,800
-21,600
-21% -$549K ﹤0.01% 2058
2021
Q2 		$2.72M Sell
104,400
-27,200
-21% -$695K ﹤0.01% 2040
2021
Q1 		$3.28M Buy
+131,600
New +$3.24M ﹤0.01% 1915
2020
Q4 		– Sell
-63,200
Closed -$1.08M – 3675
2020
Q3 		$1.08M Buy
+63,200
New +$1.09M ﹤0.01% 2478
2020
Q2 		– Sell
-25,200
Closed -$325K – 3723
2020
Q1 		$325K Buy
+25,200
New +$428K ﹤0.01% 2946
2019
Q4 		– Sell
-38,400
Closed -$669K – 3713
2019
Q3 		$669K Buy
38,400
+26,400
+220% +$466K ﹤0.01% 2754
2019
Q2 		$214K Sell
12,000
-28,800
-71% -$509K ﹤0.01% 3286
2019
Q1 		$713K Buy
+40,800
New +$698K ﹤0.01% 2810
2018
Q4 		– Sell
-12,400
Closed -$236K – 3579
2018
Q3 		$236K Sell
12,400
-41,600
-77% -$793K ﹤0.01% 3097
2018
Q2 		$993K Sell
54,000
-10,400
-16% -$188K ﹤0.01% 2602
2018
Q1 		$1.11M Buy
+64,400
New +$1.14M ﹤0.01% 2617

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Renaissance Technologies's SCHA Position: Q1 2025 in Review

Renaissance Technologies sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 62,400 shares — an estimated $1.61M sold.

Renaissance Technologies first reported a position in SCHA in Q1 2018 and held it in 19 quarters. The position peaked at $3.28M in Q1 2021. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Renaissance Technologies reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Renaissance Technologies sold 62,400 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $1.61M.
  • Renaissance Technologies first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and held it in 19 quarters.
  • Renaissance Technologies's Schwab U.S Small- Cap ETF position peaked at $3.28M in Q1 2021.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.