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

Independent Wealth Network’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 		$214K Buy
+5,927
New +$196K 0.05% 303
2024
Q4 		– Sell
-19,280
Closed -$496K – 246
2024
Q3 		$496K Buy
+19,280
New +$479K 0.22% 119
2024
Q2 		– Sell
-9,118
Closed -$224K – 226
2024
Q1 		$224K Sell
9,118
-7,374
-45% -$173K 0.11% 190
2023
Q4 		$390K Buy
16,492
+2
+0% +$42 0.2% 125
2023
Q3 		$342K Buy
16,490
+346
+2% +$7.59K 0.21% 121
2023
Q2 		$354K Buy
16,144
+2,350
+17% +$49K 0.21% 124
2023
Q1 		$289K Buy
13,794
+472
+4% +$10.1K 0.19% 138
2022
Q4 		$270K Buy
13,322
+436
+3% +$8.94K 0.18% 138
2022
Q3 		$244K Buy
12,886
+2,034
+19% +$42.5K 0.19% 140
2022
Q2 		$212K Sell
10,852
-3,594
-25% -$76.8K 0.15% 165
2022
Q1 		$342K Sell
14,446
-258
-2% -$6.09K 0.22% 125
2021
Q4 		$376K Buy
14,704
+2,760
+23% +$71.4K 0.23% 116
2021
Q3 		$325K Buy
+11,944
New +$303K 0.21% 127

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Independent Wealth Network's SCHA Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 5,927 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #303 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in SCHA as recently as Q3 2024.

Independent Wealth Network first reported a position in SCHA in Q3 2021 and has held it in 13 quarters since. The position peaked at $496K in Q3 2024. 401 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Independent Wealth Network held 5,927 shares of Schwab U.S Small- Cap ETF worth $214K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Independent Wealth Network position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.05% of Independent Wealth Network's portfolio in Q2 2026, its #303 holding.
  • Independent Wealth Network first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and has held it in 13 quarters since.
  • Independent Wealth Network's Schwab U.S Small- Cap ETF position peaked at $496K in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.