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

Peak Financial 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
2026
Q1 		$335K Sell
11,533
-256
-2% -$7.67K 0.09% 66
2025
Q4 		$336K Buy
11,789
+710
+6% +$20K 0.09% 70
2025
Q3 		$309K Buy
11,079
+1,195
+12% +$32K 0.08% 70
2025
Q2 		$250K Buy
9,884
+1,247
+14% +$29.5K 0.07% 82
2025
Q1 		$202K Buy
8,637
+58
+0.7% +$1.48K 0.06% 94
2024
Q4 		$222K Sell
8,579
-175
-2% -$4.66K 0.07% 91
2024
Q3 		$225K Buy
8,754
+100
+1% +$2.48K 0.07% 93
2024
Q2 		$205K Buy
8,654
+32
+0.4% +$758 0.06% 92
2024
Q1 		$212K Sell
8,622
-322
-4% -$7.54K 0.07% 93
2023
Q4 		$211K Sell
8,944
-2,312
-21% -$48.7K 0.07% 82
2023
Q3 		$233K Sell
11,256
-2,000
-15% -$43.9K 0.08% 65
2023
Q2 		$290K Buy
13,256
+852
+7% +$17.8K 0.1% 69
2023
Q1 		$260K Buy
12,404
+660
+6% +$14.2K 0.1% 64
2022
Q4 		$238K Sell
11,744
-100
-0.8% -$2.05K 0.09% 64
2022
Q3 		$224K Sell
11,844
-400
-3% -$8.37K 0.09% 62
2022
Q2 		$239K Buy
12,244
+46
+0.4% +$983 0.09% 60
2022
Q1 		$289K Buy
12,198
+386
+3% +$9.11K 0.1% 61
2021
Q4 		$302K Hold
11,812
– – 0.1% 61
2021
Q3 		$296K Buy
11,812
+16
+0.1% +$406 0.1% 58
2021
Q2 		$307K Sell
11,796
-404
-3% -$10.3K 0.1% 56
2021
Q1 		$304K Sell
12,200
-628
-5% -$15.4K 0.11% 52
2020
Q4 		$285K Buy
+12,828
New +$255K 0.11% 55
2020
Q2 		– Sell
-19,224
Closed -$248K – 55
2020
Q1 		$248K Sell
19,224
-2,712
-12% -$46.1K 0.13% 49
2019
Q4 		$415K Buy
21,936
+216
+1% +$3.91K 0.18% 44
2019
Q3 		$379K Sell
21,720
-352
-2% -$6.21K 0.17% 43
2019
Q2 		$394K Buy
22,072
+3,676
+20% +$65K 0.18% 44
2019
Q1 		$322K Buy
+18,396
New +$315K 0.15% 47

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

Peak Financial Management's SCHA Position: Q1 2026 in Review

Peak Financial Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q1 2026, selling an estimated $7.67K and leaving 11,533 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #66.

Peak Financial Management first reported a position in SCHA in Q1 2019 and has held it in 27 quarters since. The position peaked at $415K in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Peak Financial Management held 11,533 shares of Schwab U.S Small- Cap ETF worth $335K as of Q1 2026.
  • Peak Financial Management sold 256 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $7.67K.
  • Schwab U.S Small- Cap ETF made up 0.09% of Peak Financial Management's portfolio in Q1 2026, its #66 holding.
  • Peak Financial Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 27 quarters since.
  • Peak Financial Management's Schwab U.S Small- Cap ETF position peaked at $415K in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.