Iron Horse Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Iron Horse Wealth 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
2025 Q2	$23K	Hold	910	–	–	0.01%	198
2025 Q1	$21.3K	Hold	910	–	–	0.01%	193
2024 Q4	$23.5K	Hold	910	–	–	0.01%	167
2024 Q3	$23.4K	Hold	910	–	–	0.01%	160
2024 Q2	$21.6K	Buy	910 +410	+82%	+$9.72K	0.01%	154
2024 Q1	$12.3K	Hold	500	–	–	﹤0.01%	180
2023 Q4	$11.8K	Hold	500	–	–	0.01%	170
2023 Q3	$10.4K	Buy	+500	New	+$11K	0.01%	179
2023 Q2	–	Sell	-484	Closed	-$10.1K	–	342
2023 Q1	$10.1K	Buy	484 +392	+426%	+$8.43K	0.01%	156
2022 Q4	$2K	Buy	+92	New	+$1.89K	﹤0.01%	203
2022 Q1	–	Sell	-2,276	Closed	-$58K	–	262
2021 Q4	$58K	Buy	+2,276	New	+$58.9K	0.03%	66

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Iron Horse Wealth Management's SCHA Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2025 at 910 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #198.

Iron Horse Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 11 quarters since. The position peaked at $58K in Q4 2021. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Iron Horse Wealth Management held 910 shares of Schwab U.S Small- Cap ETF worth $23K as of Q2 2025.
Iron Horse Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2025.
Schwab U.S Small- Cap ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #198 holding.
Iron Horse Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 11 quarters since.
Iron Horse Wealth Management's Schwab U.S Small- Cap ETF position peaked at $58K in Q4 2021.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.