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

Ironwood Financial’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	$1.52M	Sell	44,281 -407	-0.9%	-$13.4K	0.24%	75
2026 Q1	$1.3M	Sell	44,688 -67	-0.1%	-$2.01K	0.23%	75
2025 Q4	$1.35M	Sell	44,755 -1,536	-3%	-$43.4K	0.23%	74
2025 Q3	$1.29M	Sell	46,291 -1,780	-4%	-$47.6K	0.23%	74
2025 Q2	$1.13M	Hold	48,071	–	–	0.24%	73
2025 Q1	$1.13M	Sell	48,071 -564	-1%	-$14.4K	0.24%	73
2024 Q4	$1.26M	Buy	48,635 +7,263	+18%	+$193K	0.26%	69
2024 Q3	$1.07M	Sell	41,372 -1,294	-3%	-$32.1K	0.22%	70
2024 Q2	$1.01M	Sell	42,666 -396	-0.9%	-$9.39K	0.23%	71
2024 Q1	$1.06M	Sell	43,062 -204	-0.5%	-$4.78K	0.24%	68
2023 Q4	$1.02M	Sell	43,266 -520	-1%	-$11K	0.25%	67
2023 Q3	$907K	Sell	43,786 -722	-2%	-$15.8K	0.24%	62
2023 Q2	$975K	Buy	44,508 +862	+2%	+$18K	0.26%	62
2023 Q1	$915K	Buy	43,646 +1,912	+5%	+$41.1K	0.26%	64
2022 Q4	$845K	Sell	41,734 -372	-0.9%	-$7.62K	0.26%	64
2022 Q3	$796K	Sell	42,106 -2,820	-6%	-$59K	0.26%	66
2022 Q2	$876K	Sell	44,926 -1,508	-3%	-$32.2K	0.28%	64
2022 Q1	$1.1M	Sell	46,434 -1,858	-4%	-$43.9K	0.31%	57
2021 Q4	$1.24M	Buy	48,292 +480	+1%	+$12.4K	0.34%	53
2021 Q3	$1.2M	Sell	47,812 -1,640	-3%	-$41.6K	0.35%	55
2021 Q2	$1.29M	Buy	49,452 +424	+0.9%	+$10.8K	0.39%	51
2021 Q1	$1.22M	Sell	49,028 -812	-2%	-$20K	0.4%	49
2020 Q4	$1.11M	Sell	49,840 -3,368	-6%	-$67.1K	0.42%	44
2020 Q3	$909K	Sell	53,208 -512	-1%	-$8.81K	0.46%	38
2020 Q2	$878K	Sell	53,720 -620	-1%	-$9.28K	0.47%	33
2020 Q1	$700K	Sell	54,340 -33,244	-38%	-$565K	0.48%	21
2019 Q4	$1.66M	Buy	87,584 +1,244	+1%	+$22.5K	0.76%	24
2019 Q3	$1.5M	Buy	86,340 +4,184	+5%	+$73.9K	0.72%	26
2019 Q2	$1.47M	Buy	82,156 +3,512	+4%	+$62.1K	0.72%	29
2019 Q1	$1.38M	Buy	78,644 +2,832	+4%	+$48.5K	0.71%	31
2018 Q4	$1.15M	Buy	75,812 +8,244	+12%	+$139K	0.65%	30
2018 Q3	$1.29M	Buy	67,568 +4,628	+7%	+$88.3K	0.68%	28
2018 Q2	$1.16M	Buy	62,940 +600	+1%	+$10.9K	0.67%	26
2018 Q1	$1.08M	Buy	62,340 +4,700	+8%	+$82.9K	1.17%	18
2017 Q4	$1M	Buy	57,640 +1,280	+2%	+$21.9K	0.61%	29
2017 Q3	$949K	Buy	56,360 +632	+1%	+$10.2K	0.59%	29
2017 Q2	$890K	Buy	55,728 +2,660	+5%	+$42K	0.57%	26
2017 Q1	$836K	Buy	53,068 +1,744	+3%	+$27.3K	0.55%	26
2016 Q4	$789K	Sell	51,324 -1,792	-3%	-$26.4K	0.55%	28
2016 Q3	$764K	Buy	53,116 +1,688	+3%	+$23.9K	0.55%	27
2016 Q2	$695K	Buy	51,428 +1,216	+2%	+$16.1K	0.52%	30
2016 Q1	$653K	Buy	+50,212	New	+$608K	0.51%	30
2015 Q3	$2.18M	Buy	171,472 +9,060	+6%	+$125K	1.07%	24
2015 Q2	$2.33M	Buy	162,412 +968	+0.6%	+$14K	1.11%	23
2015 Q1	$2.32M	Sell	161,444 -7,216	-4%	-$101K	1.12%	25
2014 Q4	$2.32M	Buy	+168,660	New	+$2.24M	1.28%	20

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ironwood Financial's SCHA Position: Q2 2026 in Review

Ironwood Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.91% in Q2 2026, selling an estimated $13.4K and leaving 44,281 shares worth $1.52M. The position accounts for 0.24% of the portfolio, ranked #75.

Ironwood Financial first reported a position in SCHA in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.33M in Q2 2015. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Ironwood Financial held 44,281 shares of Schwab U.S Small- Cap ETF worth $1.52M as of Q2 2026.
Ironwood Financial sold 407 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $13.4K.
Schwab U.S Small- Cap ETF made up 0.24% of Ironwood Financial's portfolio in Q2 2026, its #75 holding.
Ironwood Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's Schwab U.S Small- Cap ETF position peaked at $2.33M in Q2 2015.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.