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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

IFS Advisors's SCHA Position: Q1 2026 in Review

IFS Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.2% in Q1 2026, buying an estimated $180K and bringing the position to 150,002 shares worth $4.36M. The position accounts for 2.25% of the portfolio, ranked #14.

IFS Advisors first reported a position in SCHA in Q1 2021 and has held it in 15 quarters since. The position peaked at $6.63M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • IFS Advisors held 150,002 shares of Schwab U.S Small- Cap ETF worth $4.36M as of Q1 2026.
  • IFS Advisors bought 5,991 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $180K.
  • Schwab U.S Small- Cap ETF made up 2.25% of IFS Advisors's portfolio in Q1 2026, its #14 holding.
  • IFS Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 15 quarters since.
  • IFS Advisors's Schwab U.S Small- Cap ETF position peaked at $6.63M in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.