SG
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StoneX Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

StoneX 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
Q1 		$226K Sell
7,760
-13,474
-63% -$404K 0.01% 699
2025
Q4 		$605K Sell
21,234
-2,913
-12% -$82.3K 0.03% 477
2025
Q3 		$674K Sell
24,147
-12,726
-35% -$340K 0.03% 458
2025
Q2 		$933K Buy
36,873
+2,924
+9% +$69.1K 0.05% 345
2025
Q1 		$795K Buy
33,949
+3,180
+10% +$81.1K 0.04% 345
2024
Q4 		$796K Buy
+30,769
New +$819K 0.04% 345
2023
Q1 		– Sell
-50,798
Closed -$1.03M – 634
2022
Q4 		$1.03M Buy
50,798
+3,106
+7% +$63.6K 0.15% 108
2022
Q3 		$901K Sell
47,692
-6,378
-12% -$133K 0.17% 101
2022
Q2 		$1.05M Sell
54,070
-11,328
-17% -$242K 0.17% 96
2022
Q1 		$1.55M Sell
65,398
-14,902
-19% -$352K 0.15% 126
2021
Q4 		$2.06M Buy
80,300
+2,952
+4% +$76.4K 0.24% 87
2021
Q3 		$1.94M Buy
77,348
+34,396
+80% +$873K 0.28% 74
2021
Q2 		$1.12M Buy
42,952
+6,260
+17% +$160K 0.17% 131
2021
Q1 		$914K Buy
36,692
+1,208
+3% +$29.7K 0.16% 129
2020
Q4 		$789K Sell
35,484
-320
-0.9% -$6.37K 0.17% 126
2020
Q3 		$612K Sell
35,804
-6,208
-15% -$107K 0.2% 126
2020
Q2 		$686K Buy
42,012
+540
+1% +$8.09K 0.26% 102
2020
Q1 		$534K Sell
41,472
-12,352
-23% -$210K 0.28% 99
2019
Q4 		$1.02M Buy
53,824
+16,836
+46% +$305K 0.42% 73
2019
Q3 		$645K Buy
36,988
+376
+1% +$6.64K 0.4% 78
2019
Q2 		$656K Buy
36,612
+84
+0.2% +$1.49K 0.42% 75
2019
Q1 		$639K Buy
36,528
+4,636
+15% +$79.3K 0.49% 71
2018
Q4 		$484K Buy
31,892
+1,940
+6% +$32.8K 0.47% 79
2018
Q3 		$570K Buy
29,952
+624
+2% +$11.9K 0.42% 77
2018
Q2 		$539K Buy
29,328
+2,108
+8% +$38.1K 0.46% 73
2018
Q1 		$470K Buy
27,220
+2,284
+9% +$40.3K 0.45% 76
2017
Q4 		$435K Buy
+24,936
New +$427K 0.45% 69

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

StoneX Group's SCHA Position: Q1 2026 in Review

StoneX Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 63% in Q1 2026, selling an estimated $404K and leaving 7,760 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #699.

StoneX Group first reported a position in SCHA in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.06M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • StoneX Group held 7,760 shares of Schwab U.S Small- Cap ETF worth $226K as of Q1 2026.
  • StoneX Group sold 13,474 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $404K.
  • Schwab U.S Small- Cap ETF made up 0.01% of StoneX Group's portfolio in Q1 2026, its #699 holding.
  • StoneX Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • StoneX Group's Schwab U.S Small- Cap ETF position peaked at $2.06M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.