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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
Q2 		$3.76M Buy
103,998
+6,402
+7% +$212K 0.02% 591
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 $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IEQ Capital's SCHA Position: Q2 2026 in Review

IEQ Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.6% in Q2 2026, buying an estimated $212K and bringing the position to 103,998 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #591.

IEQ Capital first reported a position in SCHA in Q4 2019 and has held it in 17 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • IEQ Capital held 103,998 shares of Schwab U.S Small- Cap ETF worth $3.76M as of Q2 2026.
  • IEQ Capital bought 6,402 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $212K.
  • Schwab U.S Small- Cap ETF made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #591 holding.
  • IEQ Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.