Independent Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Independent Financial Group’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	$475K	Buy	13,136 +1,346	+11%	+$44.5K	0.01%	1018
2026 Q1	$343K	Buy	11,790 +1,741	+17%	+$52.2K	0.01%	1104
2025 Q4	$286K	Buy	10,049 +822	+9%	+$23.2K	0.01%	1175
2025 Q3	$257K	Buy	+9,227	New	+$247K	0.01%	1157
2022 Q1	–	Sell	-8,440	Closed	-$216K	–	847
2021 Q4	$216K	Buy	+8,440	New	+$218K	0.02%	704

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Independent Financial Group's SCHA Position: Q2 2026 in Review

Independent Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, buying an estimated $44.5K and bringing the position to 13,136 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #1018.

Independent Financial Group first reported a position in SCHA in Q4 2021 and has held it in 5 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Independent Financial Group held 13,136 shares of Schwab U.S Small- Cap ETF worth $475K as of Q2 2026.
Independent Financial Group bought 1,346 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $44.5K.
Schwab U.S Small- Cap ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1018 holding.
Independent Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 5 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.