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IEQ Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IEQ Capital’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 		$2.84M Buy
97,596
+8,539
+10% +$256K 0.01% 656
2025
Q4 		$2.54M Buy
89,057
+5,499
+7% +$155K 0.01% 714
2025
Q3 		$2.33M Buy
83,558
+5,703
+7% +$152K 0.01% 708
2025
Q2 		$1.97M Buy
77,855
+16,817
+28% +$398K 0.01% 646
2025
Q1 		$1.43M Sell
61,038
-5,232
-8% -$133K 0.01% 664
2024
Q4 		$1.71M Buy
66,270
+36,338
+121% +$967K 0.02% 535
2024
Q3 		$771K Sell
29,932
-1,660
-5% -$41.2K 0.01% 617
2024
Q2 		$750K Buy
31,592
+19,974
+172% +$473K 0.01% 544
2024
Q1 		$286K Buy
11,618
+706
+6% +$16.5K ﹤0.01% 786
2023
Q4 		$258K Sell
10,912
-38
-0.3% -$801 ﹤0.01% 772
2023
Q3 		$227K Sell
10,950
-13,644
-55% -$299K ﹤0.01% 805
2023
Q2 		$539K Buy
24,594
+13,810
+128% +$288K 0.01% 530
2023
Q1 		$226K Buy
10,784
+750
+7% +$16.1K 0.01% 793
2022
Q4 		$203K Buy
+10,034
New +$206K 0.01% 735
2022
Q2 		– Sell
-10,840
Closed -$257K – 848
2022
Q1 		$257K Buy
+10,840
New +$256K 0.01% 683
2020
Q1 		– Sell
-51,168
Closed -$968K – 419
2019
Q4 		$968K Buy
+51,168
New +$926K 0.08% 160

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

IEQ Capital's SCHA Position: Q1 2026 in Review

IEQ Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9.6% in Q1 2026, buying an estimated $256K and bringing the position to 97,596 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #656.

IEQ Capital first reported a position in SCHA in Q4 2019 and has held it in 16 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • IEQ Capital held 97,596 shares of Schwab U.S Small- Cap ETF worth $2.84M as of Q1 2026.
  • IEQ Capital bought 8,539 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $256K.
  • Schwab U.S Small- Cap ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #656 holding.
  • IEQ Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 16 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.