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

Investment Planning 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 		$276K Hold
7,637
– – 0.06% 103
2026
Q1 		$222K Buy
7,637
+423
+6% +$12.7K 0.06% 101
2025
Q4 		$205K Buy
7,214
+18
+0.3% +$508 0.06% 93
2025
Q3 		$201K Sell
7,196
-3,149
-30% -$84.2K 0.06% 88
2025
Q2 		$262K Buy
+10,345
New +$245K 0.09% 69

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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

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

Investment Planning Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,637 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #103.

Investment Planning Advisors first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 454 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Investment Planning Advisors held 7,637 shares of Schwab U.S Small- Cap ETF worth $276K as of Q2 2026.
  • Investment Planning Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.06% of Investment Planning Advisors's portfolio in Q2 2026, its #103 holding.
  • Investment Planning Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 454 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.