Who owns Schwab U.S. Small-Cap ETF (SCHA)? Elite investor 13F holders
3 tracked elite investors reported holding Schwab U.S. Small-Cap ETF as of 2026-06-30, including Gotham Asset Management, Ancora Advisors / Ancora Holdings, Check Capital Management. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
3 tracked investors currently reported holding · Latest report period: 2026-06-30
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| D.E. Shaw | SCHWAB STRATEGIC TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| Gotham Asset Management | SCHWAB STRATEGIC TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 325025.00 USD | 8996.000000 | Shares | hold | Original filing |
| Ancora Advisors / Ancora Holdings | SCHWAB STRATEGIC TR | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 292689.00 USD | 8101.000000 | Shares | add | Original filing |
| Check Capital Management | SCHWAB STRATEGIC TR | SHARE | 2026-06-30 | 2026-08-03 00:00:00 | 202328.00 USD | 5600.000000 | Shares | buy | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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