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Independent Advisor Alliance’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Independent Advisor Alliance’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 		$3.09M Buy
+106,350
New +$3.19M 0.03% 436
2025
Q2 		– Sell
-9,188
Closed -$215K – 925
2025
Q1 		$215K Sell
9,188
-134,294
-94% -$3.42M 0.01% 751
2024
Q4 		$3.71M Buy
143,482
+135,628
+1,727% +$3.61M 0.05% 342
2024
Q3 		$202K Sell
7,854
-6,160
-44% -$153K 0.01% 662
2024
Q2 		$332K Sell
14,014
-3,690
-21% -$87.5K 0.01% 545
2024
Q1 		$436K Buy
17,704
+7,166
+68% +$168K 0.02% 485
2023
Q4 		$249K Sell
10,538
-2,272
-18% -$47.9K 0.01% 592
2023
Q3 		$265K Sell
12,810
-1,520
-11% -$33.4K 0.01% 543
2023
Q2 		$314K Sell
14,330
-5,010
-26% -$104K 0.01% 520
2023
Q1 		$405K Buy
19,340
+1,544
+9% +$33.2K 0.02% 461
2022
Q4 		$360K Buy
17,796
+638
+4% +$13.1K 0.12% 97
2022
Q3 		$324K Buy
+17,158
New +$359K 0.02% 465
2020
Q1 		– Sell
-179,508
Closed -$3.4M – 778
2019
Q4 		$3.4M Buy
+179,508
New +$3.25M 0.15% 152
2019
Q2 		– Sell
-15,592
Closed -$273K – 465
2019
Q1 		$273K Buy
15,592
+2,284
+17% +$39.1K 0.04% 339
2018
Q4 		$227K Buy
+13,308
New +$225K 0.04% 342

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

Independent Advisor Alliance's SCHA Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 106,350 shares worth $3.09M. The stake represents 0.03% of the portfolio and ranks #436 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SCHA as recently as Q1 2025.

Independent Advisor Alliance first reported a position in SCHA in Q4 2018 and has held it in 15 quarters since. The position peaked at $3.71M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Independent Advisor Alliance held 106,350 shares of Schwab U.S Small- Cap ETF worth $3.09M as of Q1 2026.
  • Schwab U.S Small- Cap ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #436 holding.
  • Independent Advisor Alliance first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 15 quarters since.
  • Independent Advisor Alliance's Schwab U.S Small- Cap ETF position peaked at $3.71M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.