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 Q3	$1.25M	Sell	38,260 -215	-0.6%	-$7.36K	0.67%	32
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%	-$5.78K	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TPG Advisors's SCHA Position: Q3 2026 in Review

TPG Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.56% in Q3 2026, selling an estimated $7.36K and leaving 38,260 shares worth $1.25M. The position accounts for 0.67% of the portfolio, ranked #32.

TPG Advisors first reported a position in SCHA in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2026. 439 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

TPG Advisors held 38,260 shares of Schwab U.S Small- Cap ETF worth $1.25M as of Q3 2026.
TPG Advisors sold 215 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $7.36K.
Schwab U.S Small- Cap ETF made up 0.67% of TPG Advisors's portfolio in Q3 2026, its #32 holding.
TPG Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 10 quarters since.
TPG Advisors's Schwab U.S Small- Cap ETF position peaked at $1.39M in Q2 2026.
439 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on TPG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.