IWM
SCHA icon

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
Q2 		$1.1M Sell
30,579
-12,328
-29% -$407K 0.02% 561
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 		$67K 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 $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

IHT Wealth Management's SCHA Position: Q2 2026 in Review

IHT Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 29% in Q2 2026, selling an estimated $407K and leaving 30,579 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #561.

IHT Wealth Management first reported a position in SCHA in Q4 2016 and has held it in 23 quarters since. The position peaked at $5.37M in Q3 2024. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • IHT Wealth Management held 30,579 shares of Schwab U.S Small- Cap ETF worth $1.1M as of Q2 2026.
  • IHT Wealth Management sold 12,328 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $407K.
  • Schwab U.S Small- Cap ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #561 holding.
  • IHT Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 23 quarters since.
  • IHT Wealth Management's Schwab U.S Small- Cap ETF position peaked at $5.37M in Q3 2024.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.