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

Tidal Investments’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
-420,894
Closed -$12M – 2555
2025
Q4 		$12M Buy
+420,894
New +$11.9M 0.03% 407
2025
Q3 		– Sell
-489,345
Closed -$12.4M – 2162
2025
Q2 		$12.4M Buy
+489,345
New +$11.6M 0.07% 281
2024
Q4 		– Sell
-35,258
Closed -$908K – 1968
2024
Q3 		$908K Buy
+35,258
New +$875K 0.01% 1040
2024
Q1 		– Sell
-625,056
Closed -$14.8M – 1726
2023
Q4 		$14.8M Buy
+625,056
New +$13.2M 0.34% 60
2022
Q2 		– Sell
-1,438,484
Closed -$34.1M – 1173
2022
Q1 		$34.1M Buy
+1,438,484
New +$34M 1.01% 19
2021
Q4 		– Sell
-2,084,088
Closed -$52.2M – 1056
2021
Q3 		$52.2M Sell
2,084,088
-595,892
-22% -$15.1M 1.95% 10
2021
Q2 		$69.8M Sell
2,679,980
-711,684
-21% -$18.2M 2.73% 6
2021
Q1 		$84.5M Buy
3,391,664
+11,992
+0.4% +$295K 3.95% 5
2020
Q4 		$75.2M Buy
+3,379,672
New +$67.3M 5.2% 6

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

Tidal Investments's SCHA Position: Q1 2026 in Review

Tidal Investments sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 420,894 shares — an estimated $12M sold.

Tidal Investments first reported a position in SCHA in Q4 2020 and held it in 9 quarters. The position peaked at $84.5M in Q1 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Tidal Investments reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Tidal Investments sold 420,894 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $12M.
  • Tidal Investments first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 9 quarters.
  • Tidal Investments's Schwab U.S Small- Cap ETF position peaked at $84.5M in Q1 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.