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IFP Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IFP Advisors’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 		$7.04M Buy
194,779
+5,483
+3% +$181K 0.13% 185
2026
Q1 		$5.5M Sell
189,296
-4,718
-2% -$141K 0.11% 202
2025
Q4 		$5.53M Sell
194,014
-241
-0.1% -$6.8K 0.12% 175
2025
Q3 		$5.42M Buy
194,255
+6,454
+3% +$173K 0.14% 160
2025
Q2 		$4.75M Buy
187,801
+6,090
+3% +$144K 0.14% 169
2025
Q1 		$4.26M Buy
181,711
+3,567
+2% +$90.9K 0.13% 169
2024
Q4 		$4.61M Buy
178,144
+206
+0.1% +$5.48K 0.15% 143
2024
Q3 		$4.58M Buy
177,938
+10,520
+6% +$261K 0.17% 135
2024
Q2 		$3.97M Buy
167,418
+1,792
+1% +$42.5K 0.16% 132
2024
Q1 		$4.08M Sell
165,626
-17,810
-10% -$417K 0.18% 120
2023
Q4 		$4.33M Buy
183,436
+19,994
+12% +$421K 0.2% 105
2023
Q3 		$3.38M Sell
163,442
-61,230
-27% -$1.34M 0.15% 130
2023
Q2 		$4.92M Sell
224,672
-29,946
-12% -$624K 0.21% 100
2023
Q1 		$9.42M Sell
254,618
-212,168
-45% -$4.56M 0.41% 47
2022
Q4 		$17.3M Buy
466,786
+133,028
+40% +$2.73M 0.46% 36
2022
Q3 		$12.4M Buy
333,758
+14,692
+5% +$307K 0.32% 53
2022
Q2 		$11.9M Hold
319,066
– – 0.38% 47
2022
Q1 		$11.9M Buy
319,066
+228,786
+253% +$5.4M 0.38% 47
2021
Q4 		$2.33M Buy
90,280
+27,832
+45% +$720K 0.05% 224
2021
Q3 		$1.58M Buy
62,448
+5,916
+10% +$150K 0.03% 307
2021
Q2 		$1.47M Buy
56,532
+4,356
+8% +$111K 0.03% 306
2021
Q1 		$1.3M Sell
52,176
-4,728
-8% -$116K 0.03% 316
2020
Q4 		$1.26M Buy
56,904
+26,784
+89% +$533K 0.05% 292
2020
Q3 		$518K Buy
30,120
+1,644
+6% +$28.3K 0.03% 422
2020
Q2 		$457K Sell
28,476
-9,764
-26% -$146K 0.04% 436
2020
Q1 		$499K Sell
38,240
-252,568
-87% -$4.29M 0.05% 358
2019
Q4 		$5.52M Buy
290,808
+556
+0.2% +$10.1K 0.41% 48
2019
Q3 		$5.04M Buy
+290,252
New +$5.12M 0.34% 67
2019
Q1 		$105K Sell
6,020
-262,704
-98% -$4.49M 0.01% 673
2018
Q4 		$4.05M Sell
268,724
-40,112
-13% -$678K 0.25% 91
2018
Q3 		$5.88M Buy
308,836
+51,464
+20% +$981K 0.24% 91
2018
Q2 		$4.73M Buy
257,372
+41,816
+19% +$757K 0.2% 115
2018
Q1 		$3.76M Hold
215,556
– – 0.17% 133
2017
Q4 		$3.76M Buy
215,556
+15,452
+8% +$265K 0.17% 133
2017
Q3 		$3.37M Buy
200,104
+8,444
+4% +$136K 0.13% 172
2017
Q2 		$3.06M Buy
191,660
+17,176
+10% +$271K 0.13% 181
2017
Q1 		$2.75M Buy
174,484
+19,664
+13% +$308K 0.12% 189
2016
Q4 		$2.38M Buy
154,820
+16,136
+12% +$237K 0.11% 194
2016
Q3 		$2M Buy
138,684
+10,628
+8% +$151K 0.1% 219
2016
Q2 		$1.73M Buy
128,056
+122,036
+2,027% +$1.62M 0.1% 241
2016
Q1 		$105K Sell
6,020
-68,600
-92% -$831K 0.01% 673
2015
Q4 		$972K Buy
+74,620
New +$996K 0.07% 319

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

IFP Advisors's SCHA Position: Q2 2026 in Review

IFP Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.9% in Q2 2026, buying an estimated $181K and bringing the position to 194,779 shares worth $7.04M. The position accounts for 0.13% of the portfolio, ranked #185.

IFP Advisors first reported a position in SCHA in Q4 2015 and has held it in 42 quarters since. The position peaked at $17.3M in Q4 2022. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • IFP Advisors held 194,779 shares of Schwab U.S Small- Cap ETF worth $7.04M as of Q2 2026.
  • IFP Advisors bought 5,483 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $181K.
  • Schwab U.S Small- Cap ETF made up 0.13% of IFP Advisors's portfolio in Q2 2026, its #185 holding.
  • IFP Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Schwab U.S Small- Cap ETF position peaked at $17.3M in Q4 2022.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.