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International Assets Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

International Assets Investment Management’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 		$46.6K Buy
1,309
+218
+20% +$7.2K ﹤0.01% 1335
2026
Q1 		$32K Hold
1,091
– – ﹤0.01% 1364
2025
Q4 		$31.1K Buy
+1,091
New +$30.8K ﹤0.01% 1352
2024
Q4 		– Sell
-5,306,796
Closed -$43K – 1711
2024
Q3 		$43K Buy
5,306,796
+5,305,712
+489,457% +$132M 0.12% 169
2024
Q2 		$25.7K Buy
+1,084
New +$25.7K ﹤0.01% 1405
2023
Q3 		– Sell
-68,672
Closed -$1.94M – 708
2023
Q2 		$1.94M Buy
+68,672
New +$1.43M 0.26% 81
2023
Q1 		– Sell
-103,422
Closed -$2.94M – 1344
2022
Q4 		$2.94M Buy
+103,422
New +$2.12M 0.3% 66

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

International Assets Investment Management's SCHA Position: Q2 2026 in Review

International Assets Investment Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 20% in Q2 2026, buying an estimated $7.2K and bringing the position to 1,309 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

International Assets Investment Management first reported a position in SCHA in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.94M in Q4 2022. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • International Assets Investment Management held 1,309 shares of Schwab U.S Small- Cap ETF worth $46.6K as of Q2 2026.
  • International Assets Investment Management bought 218 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $7.2K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1335 holding.
  • International Assets Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 7 quarters since.
  • International Assets Investment Management's Schwab U.S Small- Cap ETF position peaked at $2.94M in Q4 2022.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.