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 Q2	$391K	Buy	+10,811	New	+$357K	0.01%	672
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 $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IFG Advisory's SCHA Position: Q2 2026 in Review

IFG Advisory opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 10,811 shares worth $391K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SCHA as recently as Q4 2025.

IFG Advisory first reported a position in SCHA in Q4 2020 and has held it in 10 quarters since. The position peaked at $613K in Q2 2021. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

IFG Advisory held 10,811 shares of Schwab U.S Small- Cap ETF worth $391K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new IFG Advisory position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #672 holding.
IFG Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 10 quarters since.
IFG Advisory's Schwab U.S Small- Cap ETF position peaked at $613K in Q2 2021.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.