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IFC & Insurance Marketing’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-1,302
Closed -$37K – 554
2025
Q4 		$37K Buy
+1,302
New +$36.8K 0.04% 203

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

IFC & Insurance Marketing's SCHA Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 1,302 shares — an estimated $37K sold.

IFC & Insurance Marketing first reported a position in SCHA in Q4 2025 and held it in 1 quarter. The position peaked at $37K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 1,302 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $37K.
  • IFC & Insurance Marketing first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Schwab U.S Small- Cap ETF position peaked at $37K in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.