Manning & Napier Group's SCHA Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 7,935 shares of Schwab U.S. Small-Cap ETF (SCHA) worth $227,973, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Manning & Napier Group has maintained this position in SCHA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 5,948 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Schwab US Small-Cap ETF (SCHA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Small-Cap ETF (SCHA) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,860 | Add 30.62% | 7,935 | $28.73 |
| Q3 2025 | +5,948 | Add 4683.46% | 6,075 | $27.90 |
| Q2 2025 | +127 | New Buy | 127 | $25.55 |
Manning & Napier Group's Schwab US Small-Cap ETF Investment FAQs
Manning & Napier Group first purchased Schwab U.S. Small-Cap ETF (SCHA) in Q2 2025, acquiring 127 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Schwab U.S. Small-Cap ETF (SCHA) for 3 quarters since Q2 2025.
Manning & Napier Group's largest addition to Schwab U.S. Small-Cap ETF (SCHA) was in Q3 2025, adding 6,075 shares worth $169,493.
According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 7,935 shares of Schwab U.S. Small-Cap ETF (SCHA), valued at approximately $227,973.
As of the Q4 2025 filing, Schwab U.S. Small-Cap ETF (SCHA) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Schwab U.S. Small-Cap ETF (SCHA) was 7,935 shares, as reported at the end of Q4 2025.