IFS Advisors
SCHA icon

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

IFS 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
Q3 		$5.07M Buy
155,265
+3,233
+2% +$111K 1.53% 19
2026
Q2 		$5.49M Buy
152,032
+2,030
+1% +$67.1K 2.63% 13
2026
Q1 		$4.36M Buy
150,002
+5,991
+4% +$180K 2.25% 14
2025
Q4 		$4.1M Buy
144,011
+91,730
+175% +$2.59M 2.13% 14
2025
Q3 		$1.46M Buy
52,281
+1,925
+4% +$51.5K 0.85% 15
2025
Q2 		$1.27M Sell
50,356
-204,663
-80% -$4.84M 0.96% 9
2025
Q1 		$5.98M Buy
255,019
+3,095
+1% +$78.9K 4.85% 6
2024
Q4 		$6.51M Sell
251,924
-5,646
-2% -$150K 5.12% 7
2024
Q3 		$6.63M Buy
257,570
+1,764
+0.7% +$43.8K 5.25% 7
2024
Q2 		$6.07M Buy
255,806
+7,564
+3% +$179K 5.12% 7
2024
Q1 		$6.11M Sell
248,242
-1,880
-0.8% -$44K 5.34% 7
2023
Q4 		$5.91M Buy
250,122
+172,614
+223% +$3.64M 7.02% 6
2023
Q3 		$1.61M Buy
+77,508
New +$1.7M 2.99% 6
2022
Q1 		– Sell
-214,240
Closed -$5.48M – 129
2021
Q4 		$5.48M Sell
214,240
-40,196
-16% -$1.04M 3.85% 9
2021
Q3 		$6.37M Buy
254,436
+21,604
+9% +$549K 4.08% 9
2021
Q2 		$6.06M Buy
232,832
+15,444
+7% +$395K 4.07% 12
2021
Q1 		$5.42M Buy
+217,388
New +$5.35M 4.24% 10

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

IFS Advisors's SCHA Position: Q3 2026 in Review

IFS Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.1% in Q3 2026, buying an estimated $111K and bringing the position to 155,265 shares worth $5.07M. The position accounts for 1.53% of the portfolio, ranked #19.

IFS Advisors first reported a position in SCHA in Q1 2021 and has held it in 17 quarters since. The position peaked at $6.63M in Q3 2024. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • IFS Advisors held 155,265 shares of Schwab U.S Small- Cap ETF worth $5.07M as of Q3 2026.
  • IFS Advisors bought 3,233 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $111K.
  • Schwab U.S Small- Cap ETF made up 1.53% of IFS Advisors's portfolio in Q3 2026, its #19 holding.
  • IFS Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 17 quarters since.
  • IFS Advisors's Schwab U.S Small- Cap ETF position peaked at $6.63M in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.