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

Institute for 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	$58.3K	Buy	+1,613	New	+$53.3K	0.01%	835
2020 Q1	–	Sell	-636	Closed	-$12K	–	622
2019 Q4	$12K	Buy	+636	New	+$11.5K	﹤0.01%	593
2014 Q1	–	Sell	-4	Closed	–	–	76
2013 Q4	$0	Buy	+4	New	+$50	﹤0.01%	77

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

Institute for Wealth Management's SCHA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 1,613 shares worth $58.3K. The stake represents 0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SCHA as recently as Q4 2019.

Institute for Wealth Management first reported a position in SCHA in Q4 2013 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Institute for Wealth Management held 1,613 shares of Schwab U.S Small- Cap ETF worth $58.3K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Institute for Wealth Management position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #835 holding.
Institute for Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and has held it in 3 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.