TPG Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TPG Advisors’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	$1.39M	Sell	38,475 -1,581	-4%	-$52.2K	0.76%	31
2026 Q1	$1.16M	Sell	40,056 -193	-0.5%	-$5.79K	0.73%	32
2025 Q4	$1.15M	Sell	40,249 -1,740	-4%	-$49.1K	0.71%	33
2025 Q3	$1.17M	Sell	41,989 -3,272	-7%	-$87.5K	0.77%	31
2025 Q2	$1.15M	Sell	45,261 -849	-2%	-$20.1K	0.83%	30
2025 Q1	$1.08M	Sell	46,110 -1,635	-3%	-$41.7K	0.85%	31
2024 Q4	$1.23M	Buy	47,745 +187	+0.4%	+$4.98K	0.96%	28
2024 Q3	$1.22M	Sell	47,558 -474	-1%	-$11.8K	0.96%	28
2024 Q2	$1.14M	Buy	+48,032	New	+$1.14M	0.97%	27

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TPG Advisors's SCHA Position: Q2 2026 in Review

TPG Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.9% in Q2 2026, selling an estimated $52.2K and leaving 38,475 shares worth $1.39M. The position accounts for 0.76% of the portfolio, ranked #31.

TPG Advisors first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

TPG Advisors held 38,475 shares of Schwab U.S Small- Cap ETF worth $1.39M as of Q2 2026.
TPG Advisors sold 1,581 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $52.2K.
Schwab U.S Small- Cap ETF made up 0.76% of TPG Advisors's portfolio in Q2 2026, its #31 holding.
TPG Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on TPG Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.