IFG Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IFG Advisory’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	-12,058	Closed	-$343K	–	767
2025 Q4	$343K	Buy	12,058 +198	+2%	+$5.59K	0.02%	604
2025 Q3	$331K	Buy	11,860 +572	+5%	+$15.3K	0.02%	611
2025 Q2	$286K	Buy	11,288 +1,076	+11%	+$25.4K	0.01%	624
2025 Q1	$239K	Buy	10,212 +1,190	+13%	+$30.3K	0.01%	617
2024 Q4	$233K	Buy	+9,022	New	+$240K	0.01%	604
2021 Q4	–	Sell	-22,776	Closed	-$569K	–	512
2021 Q3	$569K	Sell	22,776 -768	-3%	-$19.5K	0.06%	270
2021 Q2	$613K	Sell	23,544 -180	-0.8%	-$4.6K	0.07%	257
2021 Q1	$591K	Buy	23,724 +4,788	+25%	+$118K	0.07%	268
2020 Q4	$421K	Buy	+18,936	New	+$377K	0.06%	289

Other funds holding SCHA

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

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

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

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

IFG Advisory's SCHA Position: Q1 2026 in Review

IFG Advisory sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 12,058 shares — an estimated $343K sold.

IFG Advisory first reported a position in SCHA in Q4 2020 and held it in 9 quarters. The position peaked at $613K in Q2 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

IFG Advisory reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 12,058 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $343K.
IFG Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 9 quarters.
IFG Advisory's Schwab U.S Small- Cap ETF position peaked at $613K in Q2 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.