IFA
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Index Fund Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Index Fund Advisors’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 		$1.02M Buy
34,955
+434
+1% +$13K 0.05% 65
2025
Q4 		$983K Buy
34,521
+137
+0.4% +$3.87K 0.05% 64
2025
Q3 		$959K Buy
34,384
+99
+0.3% +$2.65K 0.05% 63
2025
Q2 		$867K Buy
34,285
+100
+0.3% +$2.36K 0.05% 61
2025
Q1 		$801K Sell
34,185
-245
-0.7% -$6.25K 0.05% 43
2024
Q4 		$890K Buy
34,430
+178
+0.5% +$4.74K 0.05% 42
2024
Q3 		$882K Buy
34,252
+252
+0.7% +$6.26K 0.05% 43
2024
Q2 		$807K Sell
34,000
-794
-2% -$18.8K 0.05% 44
2024
Q1 		$857K Buy
34,794
+68
+0.2% +$1.59K 0.05% 39
2023
Q4 		$820K Buy
34,726
+158
+0.5% +$3.33K 0.05% 39
2023
Q3 		$716K Buy
34,568
+516
+2% +$11.3K 0.05% 41
2023
Q2 		$746K Buy
34,052
+250
+0.7% +$5.21K 0.05% 41
2023
Q1 		$709K Buy
33,802
+1,244
+4% +$26.7K 0.05% 42
2022
Q4 		$659K Buy
32,558
+208
+0.6% +$4.26K 0.05% 37
2022
Q3 		$611K Buy
32,350
+86
+0.3% +$1.8K 0.05% 42
2022
Q2 		$629K Sell
32,264
-242
-0.7% -$5.17K 0.05% 42
2022
Q1 		$770K Buy
32,506
+30
+0.1% +$708 0.06% 38
2021
Q4 		$831K Buy
+32,476
New +$840K 0.06% 39

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

Index Fund Advisors's SCHA Position: Q1 2026 in Review

Index Fund Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q1 2026, buying an estimated $13K and bringing the position to 34,955 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #65.

Index Fund Advisors first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Index Fund Advisors held 34,955 shares of Schwab U.S Small- Cap ETF worth $1.02M as of Q1 2026.
  • Index Fund Advisors bought 434 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $13K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Index Fund Advisors's portfolio in Q1 2026, its #65 holding.
  • Index Fund Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.