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 Q3	$3.25M	Sell	99,683 -28,255	-22%	-$967K	0.15%	147
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%	-$2.62K	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Integrated Advisors Network's SCHA Position: Q3 2026 in Review

Integrated Advisors Network reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 22% in Q3 2026, selling an estimated $967K and leaving 99,683 shares worth $3.25M. The position accounts for 0.15% of the portfolio, ranked #147.

Integrated Advisors Network first reported a position in SCHA in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.02M in Q4 2024. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Integrated Advisors Network held 99,683 shares of Schwab U.S Small- Cap ETF worth $3.25M as of Q3 2026.
Integrated Advisors Network sold 28,255 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $967K.
Schwab U.S Small- Cap ETF made up 0.15% of Integrated Advisors Network's portfolio in Q3 2026, its #147 holding.
Integrated Advisors Network first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 28 quarters since.
Integrated Advisors Network's Schwab U.S Small- Cap ETF position peaked at $7.02M in Q4 2024.
477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.