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Integral Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Integral Investment 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
Q2 		$900K Buy
24,916
+1,985
+9% +$65.6K 0.2% 79
2026
Q1 		$667K Buy
22,931
+191
+0.8% +$5.72K 0.17% 92
2025
Q4 		$648K Sell
22,740
-1,685
-7% -$47.6K 0.16% 89
2025
Q3 		$681K Sell
24,425
-151
-0.6% -$4.04K 0.18% 88
2025
Q2 		$622K Buy
24,576
+26
+0.1% +$615 0.18% 89
2025
Q1 		$575K Buy
24,550
+1
+0% +$25 0.18% 90
2024
Q4 		$635K Buy
24,549
+443
+2% +$11.8K 0.21% 82
2024
Q3 		$621K Sell
24,106
-1,458
-6% -$36.2K 0.21% 83
2024
Q2 		$604K Buy
25,564
+10,962
+75% +$260K 0.22% 78
2024
Q1 		$358K Buy
+14,602
New +$342K 0.15% 108

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

Integral Investment Advisors's SCHA Position: Q2 2026 in Review

Integral Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.7% in Q2 2026, buying an estimated $65.6K and bringing the position to 24,916 shares worth $900K. The position accounts for 0.2% of the portfolio, ranked #79.

Integral Investment Advisors first reported a position in SCHA in Q1 2024 and has held it in 10 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Integral Investment Advisors held 24,916 shares of Schwab U.S Small- Cap ETF worth $900K as of Q2 2026.
  • Integral Investment Advisors bought 1,985 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $65.6K.
  • Schwab U.S Small- Cap ETF made up 0.2% of Integral Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Integral Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.