TIAA Trust, National Association
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TIAA Trust, National Association’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TIAA Trust, National Association’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
-39,340
Closed -$1.12M – 607
2025
Q4 		$1.12M Buy
39,340
+726
+2% +$20.5K ﹤0.01% 370
2025
Q3 		$1.08M Buy
38,614
+3,126
+9% +$83.6K ﹤0.01% 371
2025
Q2 		$898K Buy
35,488
+7,096
+25% +$168K ﹤0.01% 396
2025
Q1 		$665K Sell
28,392
-540
-2% -$13.8K ﹤0.01% 416
2024
Q4 		$748K Buy
28,932
+5,824
+25% +$155K ﹤0.01% 402
2024
Q3 		$595K Buy
23,108
+1,836
+9% +$45.6K ﹤0.01% 431
2024
Q2 		$504K Sell
21,272
-228
-1% -$5.4K ﹤0.01% 427
2024
Q1 		$529K Buy
21,500
+1,440
+7% +$33.7K ﹤0.01% 425
2023
Q4 		$474K Sell
20,060
-2,624
-12% -$55.3K ﹤0.01% 426
2023
Q3 		$470K Buy
+22,684
New +$498K ﹤0.01% 420

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TIAA Trust, National Association's SCHA Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 39,340 shares — an estimated $1.12M sold.

TIAA Trust, National Association first reported a position in SCHA in Q3 2023 and held it in 10 quarters. The position peaked at $1.12M in Q4 2025. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 39,340 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.12M.
  • TIAA Trust, National Association first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Schwab U.S Small- Cap ETF position peaked at $1.12M in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.