Invesco
SCHA icon

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

Invesco’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 		$252K Buy
+7,724
New +$264K ﹤0.01% 3524
2014
Q1 		– Sell
-8,000
Closed -$105K – 4247
2013
Q4 		$105K Buy
+8,000
New +$101K ﹤0.01% 4010

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Invesco's SCHA Position: Q3 2026 in Review

Invesco opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2026: 7,724 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #3524 among its holdings. This is a return to the name: Invesco previously reported a position in SCHA as recently as Q4 2013.

Invesco first reported a position in SCHA in Q4 2013 and has held it in 2 quarters since. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Invesco held 7,724 shares of Schwab U.S Small- Cap ETF worth $252K as of Q3 2026.
  • Schwab U.S Small- Cap ETF was a new Invesco position in Q3 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Invesco's portfolio in Q3 2026, its #3524 holding.
  • Invesco first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and has held it in 2 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Invesco's 13F filing for Q3 2026, filed 12 Nov 2026.