Integrity Advisory Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Integrity Advisory Solutions’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	$7.8M	Buy	215,809 +16,575	+8%	+$548K	0.8%	25
2026 Q1	$5.79M	Buy	199,234 +9,112	+5%	+$273K	0.77%	27
2025 Q4	$5.41M	Buy	190,122 +14,987	+9%	+$423K	0.78%	26
2025 Q3	$4.89M	Buy	+175,135	New	+$4.68M	0.78%	28

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

Integrity Advisory Solutions's SCHA Position: Q2 2026 in Review

Integrity Advisory Solutions increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.3% in Q2 2026, buying an estimated $548K and bringing the position to 215,809 shares worth $7.8M. The position accounts for 0.8% of the portfolio, ranked #25.

Integrity Advisory Solutions first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Integrity Advisory Solutions held 215,809 shares of Schwab U.S Small- Cap ETF worth $7.8M as of Q2 2026.
Integrity Advisory Solutions bought 16,575 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $548K.
Schwab U.S Small- Cap ETF made up 0.8% of Integrity Advisory Solutions's portfolio in Q2 2026, its #25 holding.
Integrity Advisory Solutions first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.