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Peapack-Gladstone Financial Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Peapack-Gladstone Financial Corp’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 		$3.59M Buy
99,361
+2,101
+2% +$69.4K 0.04% 280
2026
Q1 		$2.83M Buy
97,260
+4,568
+5% +$137K 0.04% 303
2025
Q4 		$2.64M Buy
92,692
+2,260
+2% +$63.8K 0.03% 316
2025
Q3 		$2.52M Buy
90,432
+1,663
+2% +$44.5K 0.03% 316
2025
Q2 		$2.25M Buy
88,769
+16,382
+23% +$387K 0.03% 315
2025
Q1 		$1.7M Sell
72,387
-1,376
-2% -$35.1K 0.03% 345
2024
Q4 		$1.91M Sell
73,763
-1,921
-3% -$51.1K 0.03% 329
2024
Q3 		$1.95M Sell
75,684
-17,648
-19% -$438K 0.03% 334
2024
Q2 		$2.21M Sell
93,332
-4,572
-5% -$108K 0.03% 314
2024
Q1 		$2.41M Sell
97,904
-4,118
-4% -$96.5K 0.04% 303
2023
Q4 		$2.41M Buy
102,022
+1,046
+1% +$22K 0.04% 291
2023
Q3 		$2.09M Buy
100,976
+136
+0.1% +$2.98K 0.04% 300
2023
Q2 		$2.21M Buy
100,840
+2,538
+3% +$52.9K 0.04% 293
2023
Q1 		$2.06M Buy
98,302
+3,324
+3% +$71.4K 0.04% 297
2022
Q4 		$1.92M Buy
94,978
+13,510
+17% +$277K 0.04% 303
2022
Q3 		$1.54M Buy
81,468
+3,042
+4% +$63.6K 0.03% 320
2022
Q2 		$1.53M Buy
78,426
+9,588
+14% +$205K 0.03% 304
2022
Q1 		$1.63M Buy
68,838
+7,242
+12% +$171K 0.03% 312
2021
Q4 		$1.58M Buy
61,596
+2,304
+4% +$59.6K 0.03% 317
2021
Q3 		$1.48M Buy
59,292
+212
+0.4% +$5.38K 0.03% 315
2021
Q2 		$1.54M Buy
59,080
+3,696
+7% +$94.5K 0.04% 280
2021
Q1 		$1.38M Buy
+55,384
New +$1.36M 0.04% 276

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
AA
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

Peapack-Gladstone Financial Corp's SCHA Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q2 2026, buying an estimated $69.4K and bringing the position to 99,361 shares worth $3.59M. The position accounts for 0.04% of the portfolio, ranked #280.

Peapack-Gladstone Financial Corp first reported a position in SCHA in Q1 2021 and has held it in 22 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 99,361 shares of Schwab U.S Small- Cap ETF worth $3.59M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 2,101 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $69.4K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #280 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.