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TIAA Wealth Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TIAA Wealth Investment 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
Q2 		$69.7K Hold
1,953
– – ﹤0.01% 429
2026
Q1 		$54.8K Buy
+1,953
New +$58.5K ﹤0.01% 399

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIAA Wealth Investment Management's SCHA Position: Q2 2026 in Review

TIAA Wealth Investment Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 1,953 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

TIAA Wealth Investment Management first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 1,308 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • TIAA Wealth Investment Management held 1,953 shares of Schwab U.S Small- Cap ETF worth $69.7K as of Q2 2026.
  • TIAA Wealth Investment Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #429 holding.
  • TIAA Wealth Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.