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IHT Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IHT Wealth Management’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 		$1.25M Sell
42,907
-4,787
-10% -$143K 0.03% 503
2025
Q4 		$1.36M Sell
47,694
-29,449
-38% -$832K 0.03% 451
2025
Q3 		$2.15M Sell
77,143
-7,908
-9% -$211K 0.05% 318
2025
Q2 		$2.15M Sell
85,051
-16,973
-17% -$401K 0.06% 304
2025
Q1 		$2.39M Sell
102,024
-3,111
-3% -$79.3K 0.07% 252
2024
Q4 		$2.72M Sell
105,135
-104,547
-50% -$2.78M 0.09% 216
2024
Q3 		$5.37M Buy
209,682
+82,630
+65% +$2.05M 0.15% 129
2024
Q2 		$3.01M Buy
127,052
+2,624
+2% +$62.2K 0.11% 179
2024
Q1 		$3.06M Buy
124,428
+36,144
+41% +$847K 0.12% 167
2023
Q4 		$2.09M Buy
88,284
+712
+0.8% +$15K 0.09% 216
2023
Q3 		$1.81M Buy
87,572
+326
+0.4% +$7.15K 0.09% 209
2023
Q2 		$1.91M Buy
87,246
+198
+0.2% +$4.13K 0.1% 198
2023
Q1 		$1.82M Sell
87,048
-1,686
-2% -$36.2K 0.1% 195
2022
Q4 		$1.8M Sell
88,734
-3,084
-3% -$63.2K 0.11% 187
2022
Q3 		$1.74M Buy
+91,818
New +$1.92M 0.13% 178
2018
Q3 		– Sell
-13,508
Closed -$248K – 439
2018
Q2 		$248K Buy
13,508
+9,312
+222% +$168K 0.06% 340
2018
Q1 		$71K Hold
4,196
– – 0.02% 579
2017
Q4 		$74K Hold
4,196
– – 0.02% 578
2017
Q3 		$71K Buy
4,196
+3,328
+383% +$53.5K 0.03% 426
2017
Q2 		$67 Sell
868
-640
-42% -$10.1K 0.03% 439
2017
Q1 		$21K Buy
1,508
+1,492
+9,325% +$23.4K 0.01% 652
2016
Q4 		$0 Buy
+16
New +$235 ﹤0.01% 1214

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

IHT Wealth Management's SCHA Position: Q1 2026 in Review

IHT Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 10% in Q1 2026, selling an estimated $143K and leaving 42,907 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #503.

IHT Wealth Management first reported a position in SCHA in Q4 2016 and has held it in 22 quarters since. The position peaked at $5.37M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • IHT Wealth Management held 42,907 shares of Schwab U.S Small- Cap ETF worth $1.25M as of Q1 2026.
  • IHT Wealth Management sold 4,787 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $143K.
  • Schwab U.S Small- Cap ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #503 holding.
  • IHT Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 22 quarters since.
  • IHT Wealth Management's Schwab U.S Small- Cap ETF position peaked at $5.37M in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.