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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
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
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

TPG Advisors's SCHA Position: Q1 2026 in Review

TPG Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.48% in Q1 2026, selling an estimated $5.79K and leaving 40,056 shares worth $1.16M. The position accounts for 0.73% of the portfolio, ranked #32.

TPG Advisors first reported a position in SCHA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • TPG Advisors held 40,056 shares of Schwab U.S Small- Cap ETF worth $1.16M as of Q1 2026.
  • TPG Advisors sold 193 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $5.79K.
  • Schwab U.S Small- Cap ETF made up 0.73% of TPG Advisors's portfolio in Q1 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 8 quarters since.
  • TPG Advisors's Schwab U.S Small- Cap ETF position peaked at $1.23M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on TPG Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.