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Investment Research Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Investment Research Partners’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 		$490K Buy
13,554
+645
+5% +$21.3K 0.17% 143
2026
Q1 		$375K Buy
12,909
+212
+2% +$6.36K 0.15% 151
2025
Q4 		$362K Buy
12,697
+330
+3% +$9.32K 0.16% 155
2025
Q3 		$348K Buy
+12,367
New +$331K 0.16% 154

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

Investment Research Partners's SCHA Position: Q2 2026 in Review

Investment Research Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5% in Q2 2026, buying an estimated $21.3K and bringing the position to 13,554 shares worth $490K. The position accounts for 0.17% of the portfolio, ranked #143.

Investment Research Partners first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Investment Research Partners held 13,554 shares of Schwab U.S Small- Cap ETF worth $490K as of Q2 2026.
  • Investment Research Partners bought 645 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $21.3K.
  • Schwab U.S Small- Cap ETF made up 0.17% of Investment Research Partners's portfolio in Q2 2026, its #143 holding.
  • Investment Research Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.