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Investor's Fiduciary Advisor Network’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Investor's Fiduciary Advisor Network’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
Q1 		– Sell
-7,054
Closed -$200K – 296
2025
Q4 		$200K Buy
+7,054
New +$199K 0.04% 269
2025
Q2 		– Sell
-8,865
Closed -$207K – 222
2025
Q1 		$207K Buy
+8,865
New +$226K 0.1% 162

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Investor's Fiduciary Advisor Network's SCHA Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 7,054 shares — an estimated $200K sold.

Investor's Fiduciary Advisor Network first reported a position in SCHA in Q1 2025 and held it in 2 quarters. The position peaked at $207K in Q1 2025. 1,263 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Investor's Fiduciary Advisor Network reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Investor's Fiduciary Advisor Network sold 7,054 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $200K.
  • Investor's Fiduciary Advisor Network first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and held it in 2 quarters.
  • Investor's Fiduciary Advisor Network's Schwab U.S Small- Cap ETF position peaked at $207K in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.