Russell Investments Group
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Russell Investments Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Russell Investments Group’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 		$385K Sell
10,659
-3,105
-23% -$103K ﹤0.01% 2903
2026
Q1 		$400K Sell
13,764
-7,829
-36% -$235K ﹤0.01% 2587
2025
Q4 		$615K Buy
21,593
+1,345
+7% +$38K ﹤0.01% 2412
2025
Q3 		$565K Buy
20,248
+3,788
+23% +$101K ﹤0.01% 2427
2025
Q2 		$416K Buy
16,460
+6,813
+71% +$161K ﹤0.01% 2406
2025
Q1 		$226K Buy
9,647
+9,227
+2,197% +$235K ﹤0.01% 2556
2024
Q4 		$10.9K Buy
+420
New +$11.2K ﹤0.01% 3114

Other funds holding SCHA

AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Russell Investments Group's SCHA Position: Q2 2026 in Review

Russell Investments Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 23% in Q2 2026, selling an estimated $103K and leaving 10,659 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

Russell Investments Group first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $615K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Russell Investments Group held 10,659 shares of Schwab U.S Small- Cap ETF worth $385K as of Q2 2026.
  • Russell Investments Group sold 3,105 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $103K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2903 holding.
  • Russell Investments Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Russell Investments Group's Schwab U.S Small- Cap ETF position peaked at $615K in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.