Rockefeller Capital Management
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Rockefeller Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Rockefeller Capital 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 		$6.2M Buy
213,078
+5,469
+3% +$164K 0.01% 843
2025
Q4 		$5.91M Buy
207,609
+94
+0% +$2.65K 0.01% 820
2025
Q3 		$5.79M Buy
207,515
+12,276
+6% +$328K 0.01% 774
2025
Q2 		$4.94M Buy
195,239
+365
+0.2% +$8.63K 0.01% 794
2025
Q1 		$4.57M Sell
194,874
-1,311
-0.7% -$33.4K 0.01% 772
2024
Q4 		$5.07M Sell
196,185
-291
-0.1% -$7.74K 0.01% 715
2024
Q3 		$5.06M Sell
196,476
-3,978
-2% -$98.8K 0.01% 699
2024
Q2 		$4.76M Buy
200,454
+64
+0% +$1.52K 0.01% 699
2024
Q1 		$4.93M Sell
200,390
-18,394
-8% -$431K 0.01% 695
2023
Q4 		$5.17M Sell
218,784
-19,148
-8% -$404K 0.02% 626
2023
Q3 		$4.93M Sell
237,932
-11,450
-5% -$251K 0.02% 580
2023
Q2 		$5.1M Sell
249,382
-5,294
-2% -$110K 0.02% 590
2023
Q1 		$5.34M Sell
254,676
-15,624
-6% -$336K 0.02% 554
2022
Q4 		$5.47M Sell
270,300
-33,900
-11% -$695K 0.03% 508
2022
Q3 		$5.75M Buy
304,200
+228,396
+301% +$4.78M 0.03% 491
2022
Q2 		$1.48M Sell
75,804
-4,862
-6% -$104K 0.01% 862
2022
Q1 		$1.91M Buy
80,666
+10,986
+16% +$259K 0.01% 816
2021
Q4 		$1.78M Buy
69,680
+26,492
+61% +$685K 0.01% 843
2021
Q3 		$1.08M Buy
43,188
+25,372
+142% +$644K 0.01% 972
2021
Q2 		$463K Buy
17,816
+4,076
+30% +$104K ﹤0.01% 1223
2021
Q1 		$341K Buy
13,740
+4,972
+57% +$122K ﹤0.01% 1151
2020
Q4 		$195K Buy
8,768
+92
+1% +$1.83K ﹤0.01% 1200
2020
Q3 		$148K Buy
8,676
+68
+0.8% +$1.17K ﹤0.01% 1137
2020
Q2 		$141K Sell
8,608
-164
-2% -$2.46K ﹤0.01% 1055
2020
Q1 		$113K Buy
8,772
+5,156
+143% +$87.6K ﹤0.01% 986
2019
Q4 		$68K Buy
3,616
+196
+6% +$3.55K ﹤0.01% 1072
2019
Q3 		$60K Buy
3,420
+732
+27% +$12.9K ﹤0.01% 916
2019
Q2 		$48K Buy
2,688
+104
+4% +$1.84K ﹤0.01% 818
2019
Q1 		$45K Buy
+2,584
New +$44.2K ﹤0.01% 952

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

Rockefeller Capital Management's SCHA Position: Q1 2026 in Review

Rockefeller Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.6% in Q1 2026, buying an estimated $164K and bringing the position to 213,078 shares worth $6.2M. The position accounts for 0.01% of the portfolio, ranked #843.

Rockefeller Capital Management first reported a position in SCHA in Q1 2019 and has held it in 29 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Rockefeller Capital Management held 213,078 shares of Schwab U.S Small- Cap ETF worth $6.2M as of Q1 2026.
  • Rockefeller Capital Management bought 5,469 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $164K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #843 holding.
  • Rockefeller Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.