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

Integrity Financial’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
Q1 		– Sell
-1,576
Closed -$44.9K – 311
2025
Q4 		$44.9K Hold
1,576
– – 0.02% 202
2025
Q3 		$44K Hold
1,576
– – 0.02% 206
2025
Q2 		$39.9K Hold
1,576
– – 0.02% 203
2025
Q1 		$36.9K Sell
1,576
-934
-37% -$23.8K 0.02% 189
2024
Q4 		$64.9K Buy
+2,510
New +$66.8K 0.04% 160
2023
Q3 		– Sell
-468
Closed -$10.2K – 231
2023
Q2 		$10.2K Hold
468
– – 0.01% 167
2023
Q1 		$9.81K Buy
+468
New +$10.1K 0.01% 174

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Integrity Financial's SCHA Position: Q1 2026 in Review

Integrity Financial sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 1,576 shares — an estimated $44.9K sold.

Integrity Financial first reported a position in SCHA in Q1 2023 and held it in 7 quarters. The position peaked at $64.9K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Integrity Financial reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Integrity Financial sold 1,576 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $44.9K.
  • Integrity Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and held it in 7 quarters.
  • Integrity Financial's Schwab U.S Small- Cap ETF position peaked at $64.9K in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.