IAG Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IAG Wealth Partners’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	-30	Closed	-$837	–	519
2025 Q3	$837	Hold	30	–	–	﹤0.01%	489
2025 Q2	$759	Hold	30	–	–	﹤0.01%	464
2025 Q1	$703	Buy	+30	New	+$765	﹤0.01%	477
2023 Q4	–	Sell	-2,866	Closed	-$59.4K	–	466
2023 Q3	$59.4K	Sell	2,866 -604	-17%	-$13.3K	0.02%	139
2023 Q2	$76K	Buy	3,470 +604	+21%	+$12.6K	0.02%	129
2023 Q1	$60.1K	Buy	2,866 +1,866	+187%	+$40.1K	0.02%	131
2022 Q4	$20.3K	Buy	1,000 +736	+279%	+$15.1K	0.01%	216
2022 Q3	$5K	Hold	264	–	–	﹤0.01%	346
2022 Q2	$5K	Hold	264	–	–	﹤0.01%	339
2022 Q1	$6K	Buy	+264	New	+$6.23K	﹤0.01%	345

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

IAG Wealth Partners's SCHA Position: Q4 2025 in Review

IAG Wealth Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 30 shares — an estimated $837 sold.

IAG Wealth Partners first reported a position in SCHA in Q1 2022 and held it in 10 quarters. The position peaked at $76K in Q2 2023. 1,239 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

IAG Wealth Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
IAG Wealth Partners sold 30 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $837.
IAG Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and held it in 10 quarters.
IAG Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $76K in Q2 2023.
1,239 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.