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Integrated Advisors Network’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Integrated Advisors 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 		$4.62M Sell
127,938
-26,354
-17% -$871K 0.21% 115
2026
Q1 		$4.49M Sell
154,292
-68,508
-31% -$2.05M 0.24% 110
2025
Q4 		$6.35M Sell
222,800
-25,717
-10% -$726K 0.28% 81
2025
Q3 		$6.93M Sell
248,517
-18,406
-7% -$492K 0.29% 82
2025
Q2 		$6.75M Sell
266,923
-4,362
-2% -$103K 0.3% 81
2025
Q1 		$6.36M Sell
271,285
-103
-0% -$2.63K 0.32% 74
2024
Q4 		$7.02M Buy
271,388
+9,690
+4% +$258K 0.34% 71
2024
Q3 		$6.74M Buy
261,698
+1,934
+0.7% +$48K 0.32% 80
2024
Q2 		$6.16M Sell
259,764
-2,036
-0.8% -$48.3K 0.32% 75
2024
Q1 		$6.45M Buy
261,800
+7,224
+3% +$169K 0.33% 73
2023
Q4 		$6.01M Buy
254,576
+6,158
+2% +$130K 0.34% 79
2023
Q3 		$5.14M Sell
248,418
-12,052
-5% -$264K 0.31% 82
2023
Q2 		$5.7M Buy
260,470
+2,802
+1% +$58.4K 0.33% 76
2023
Q1 		$5.4M Buy
257,668
+10,982
+4% +$236K 0.32% 79
2022
Q4 		$5M Buy
246,686
+8,396
+4% +$172K 0.32% 88
2022
Q3 		$4.5M Buy
238,290
+15,116
+7% +$316K 0.31% 83
2022
Q2 		$4.35M Buy
223,174
+12,744
+6% +$272K 0.28% 100
2022
Q1 		$4.98M Buy
210,430
+17,314
+9% +$409K 0.29% 81
2021
Q4 		$4.94M Buy
193,116
+32,144
+20% +$832K 0.29% 81
2021
Q3 		$4.03M Buy
160,972
+21,560
+15% +$547K 0.27% 100
2021
Q2 		$3.63M Buy
139,412
+20,688
+17% +$529K 0.27% 108
2021
Q1 		$2.96M Buy
118,724
+15,324
+15% +$377K 0.27% 110
2020
Q4 		$2.3M Buy
103,400
+12,828
+14% +$255K 0.25% 115
2020
Q3 		$1.55M Buy
90,572
+3,096
+4% +$53.3K 0.2% 132
2020
Q2 		$1.43M Buy
87,476
+9,748
+13% +$146K 0.17% 152
2020
Q1 		$1M Buy
77,728
+9,072
+13% +$154K 0.2% 131
2019
Q4 		$1.3M Buy
+68,656
New +$1.24M 0.18% 164

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

Integrated Advisors Network's SCHA Position: Q2 2026 in Review

Integrated Advisors Network reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 17% in Q2 2026, selling an estimated $871K and leaving 127,938 shares worth $4.62M. The position accounts for 0.21% of the portfolio, ranked #115.

Integrated Advisors Network first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.02M in Q4 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Integrated Advisors Network held 127,938 shares of Schwab U.S Small- Cap ETF worth $4.62M as of Q2 2026.
  • Integrated Advisors Network sold 26,354 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $871K.
  • Schwab U.S Small- Cap ETF made up 0.21% of Integrated Advisors Network's portfolio in Q2 2026, its #115 holding.
  • Integrated Advisors Network first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Integrated Advisors Network's Schwab U.S Small- Cap ETF position peaked at $7.02M in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.