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

Independent Solutions 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 		$2.99M Sell
82,648
-167
-0.2% -$5.52K 0.39% 76
2026
Q1 		$2.41M Sell
82,815
-4,210
-5% -$126K 0.35% 79
2025
Q4 		$2.48M Buy
87,025
+1,643
+2% +$46.4K 0.46% 71
2025
Q3 		$2.38M Buy
85,382
+1,941
+2% +$51.9K 0.42% 76
2025
Q2 		$2.11M Buy
83,441
+5,230
+7% +$124K 0.41% 79
2025
Q1 		$1.83M Buy
78,211
+5,503
+8% +$140K 0.41% 75
2024
Q4 		$1.88M Sell
72,708
-8,412
-10% -$224K 0.41% 76
2024
Q3 		$2.09M Sell
81,120
-4,200
-5% -$104K 0.47% 65
2024
Q2 		$2.02M Buy
85,320
+426
+0.5% +$10.1K 0.46% 67
2024
Q1 		$2.09M Buy
84,894
+9,522
+13% +$223K 0.5% 61
2023
Q4 		$1.78M Sell
75,372
-9,094
-11% -$192K 0.46% 66
2023
Q3 		$1.75M Buy
84,466
+13,732
+19% +$301K 0.45% 57
2023
Q2 		$1.55M Buy
70,734
+754
+1% +$15.7K 0.39% 61
2023
Q1 		$1.47M Sell
69,980
-3,074
-4% -$66.1K 0.43% 61
2022
Q4 		$1.48M Buy
73,054
+10,704
+17% +$219K 0.45% 56
2022
Q3 		$1.18M Buy
62,350
+1,442
+2% +$30.2K 0.39% 66
2022
Q2 		$1.19M Sell
60,908
-19,596
-24% -$419K 0.37% 70
2022
Q1 		$1.91M Sell
80,504
-1,656
-2% -$39.1K 0.45% 53
2021
Q4 		$2.1M Buy
82,160
+1,760
+2% +$45.5K 0.5% 51
2021
Q3 		$2.01M Buy
80,400
+140
+0.2% +$3.56K 0.5% 49
2021
Q2 		$2.09M Buy
80,260
+9,820
+14% +$251K 0.51% 50
2021
Q1 		$1.76M Sell
70,440
-8,980
-11% -$221K 0.48% 52
2020
Q4 		$1.77M Sell
79,420
-14,868
-16% -$296K 0.55% 45
2020
Q3 		$1.61M Sell
94,288
-20,192
-18% -$348K 0.61% 43
2020
Q2 		$1.87M Sell
114,480
-8,052
-7% -$121K 0.8% 30
2020
Q1 		$1.58M Buy
122,532
+8,432
+7% +$143K 0.87% 28
2019
Q4 		$2.16M Buy
+114,100
New +$2.06M 0.96% 25

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

Independent Solutions Wealth Management's SCHA Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.2% in Q2 2026, selling an estimated $5.52K and leaving 82,648 shares worth $2.99M. The position accounts for 0.39% of the portfolio, ranked #76.

Independent Solutions Wealth Management first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Independent Solutions Wealth Management held 82,648 shares of Schwab U.S Small- Cap ETF worth $2.99M as of Q2 2026.
  • Independent Solutions Wealth Management sold 167 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.52K.
  • Schwab U.S Small- Cap ETF made up 0.39% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Independent Solutions Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.