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Ironwood Wealth Management (Arizona)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$2.67M Sell
91,987
-92
-0.1% -$2.76K 0.77% 15
2025
Q4 		$2.62M Sell
92,079
-410
-0.4% -$11.6K 0.77% 16
2025
Q3 		$2.58M Sell
92,489
-1,135
-1% -$30.4K 0.86% 17
2025
Q2 		$2.37M Buy
93,624
+39,406
+73% +$932K 0.86% 18
2025
Q1 		$1.27M Sell
54,218
-478
-0.9% -$12.2K 0.39% 21
2024
Q4 		$1.41M Sell
54,696
-1,682
-3% -$44.8K 0.44% 21
2024
Q3 		$1.45M Sell
56,378
-604
-1% -$15K 0.44% 22
2024
Q2 		$1.35M Buy
56,982
+924
+2% +$21.9K 0.44% 22
2024
Q1 		$1.38M Sell
56,058
-1,622
-3% -$38K 0.45% 22
2023
Q4 		$1.36M Sell
57,680
-92,066
-61% -$1.94M 0.45% 22
2023
Q3 		$3.1M Sell
149,746
-3,296
-2% -$72.3K 1.27% 20
2023
Q2 		$3.35M Sell
153,042
-52
-0% -$1.08K 1.25% 19
2023
Q1 		$3.21M Sell
153,094
-10,986
-7% -$236K 1.27% 18
2022
Q4 		$3.32M Buy
164,080
+110,550
+207% +$2.27M 1.39% 17
2022
Q3 		$1.04M Hold
53,530
– – 0.47% 20
2022
Q2 		$1.04M Buy
53,530
+1,122
+2% +$24K 0.47% 20
2022
Q1 		$1.24M Sell
52,408
-1,500
-3% -$35.4K 0.51% 21
2021
Q4 		$1.38M Buy
53,908
+868
+2% +$22.5K 0.6% 18
2021
Q3 		$1.33M Buy
53,040
+144
+0.3% +$3.66K 0.62% 18
2021
Q2 		$1.38M Sell
52,896
-16,336
-24% -$418K 0.79% 18
2021
Q1 		$1.73M Sell
69,232
-31,164
-31% -$766K 1.11% 16
2020
Q4 		$2.23M Sell
100,396
-17,612
-15% -$351K 1.39% 12
2020
Q3 		$1.93M Hold
118,008
– – 1.43% 13
2020
Q2 		$1.93M Sell
118,008
-47,460
-29% -$711K 1.43% 13
2020
Q1 		$2.13M Sell
165,468
-149,424
-47% -$2.54M 1.79% 14
2019
Q4 		$5.96M Sell
314,892
-7,960
-2% -$144K 4.15% 10
2019
Q3 		$5.63M Buy
322,852
+980
+0.3% +$17.3K 4.2% 10
2019
Q2 		$5.75M Buy
321,872
+10,552
+3% +$187K 4.4% 9
2019
Q1 		$5.44M Buy
311,320
+12,840
+4% +$220K 4.64% 8
2018
Q4 		$4.53M Sell
298,480
-21,264
-7% -$359K 4.36% 8
2018
Q3 		$6.09M Buy
319,744
+41,632
+15% +$794K 5.38% 7
2018
Q2 		$5.12M Buy
+278,112
New +$5.03M 4.8% 7
2017
Q3 		$3.04M Buy
+180,664
New +$2.9M 2.85% 10

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SCHA Position: Q1 2026 in Review

Ironwood Wealth Management (Arizona) reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.1% in Q1 2026, selling an estimated $2.76K and leaving 91,987 shares worth $2.67M. The position accounts for 0.77% of the portfolio, ranked #15.

Ironwood Wealth Management (Arizona) first reported a position in SCHA in Q3 2017 and has held it in 33 quarters since. The position peaked at $6.09M in Q3 2018. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Ironwood Wealth Management (Arizona) held 91,987 shares of Schwab U.S Small- Cap ETF worth $2.67M as of Q1 2026.
  • Ironwood Wealth Management (Arizona) sold 92 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $2.76K.
  • Schwab U.S Small- Cap ETF made up 0.77% of Ironwood Wealth Management (Arizona)'s portfolio in Q1 2026, its #15 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in Schwab U.S Small- Cap ETF in Q3 2017 and has held it in 33 quarters since.
  • Ironwood Wealth Management (Arizona)'s Schwab U.S Small- Cap ETF position peaked at $6.09M in Q3 2018.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 23 Apr 2026.