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

Integrity 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 		$538K Buy
14,894
+18
+0.1% +$595 0.23% 43
2026
Q1 		$433K Sell
14,876
-1,092
-7% -$32.7K 0.23% 49
2025
Q4 		$455K Buy
+15,968
New +$451K 0.25% 49

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Integrity Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.12% in Q2 2026, buying an estimated $595 and bringing the position to 14,894 shares worth $538K. The position accounts for 0.23% of the portfolio, ranked #43.

Integrity Investment Advisors first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Integrity Investment Advisors held 14,894 shares of Schwab U.S Small- Cap ETF worth $538K as of Q2 2026.
  • Integrity Investment Advisors bought 18 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $595.
  • Schwab U.S Small- Cap ETF made up 0.23% of Integrity Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Integrity Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Integrity Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.