Wellington Management Group
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Wellington Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wellington Management Group’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
2025
Q4 		– Sell
-646,019
Closed -$18M – 2052
2025
Q3 		$18M Buy
+646,019
New +$17.3M ﹤0.01% 1068

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SEI Investments
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Creative Planning
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RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Wellington Management Group's SCHA Position: Q4 2025 in Review

Wellington Management Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 646,019 shares — an estimated $18M sold.

Wellington Management Group first reported a position in SCHA in Q3 2025 and held it in 1 quarter. The position peaked at $18M in Q3 2025. 1,241 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Wellington Management Group reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 646,019 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $18M.
  • Wellington Management Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and held it in 1 quarter.
  • Wellington Management Group's Schwab U.S Small- Cap ETF position peaked at $18M in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.