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

Perissos Private 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
2026 Q2	$345K	Buy	9,551 +9	+0.1%	+$297	0.23%	60
2026 Q1	$277K	Buy	9,542 +4	+0%	+$120	0.24%	57
2025 Q4	$272K	Sell	9,538 -3,546	-27%	-$100K	0.23%	58
2025 Q3	$365K	Buy	13,084 +20	+0.2%	+$535	0.27%	52
2025 Q2	$331K	Buy	13,064 +22	+0.2%	+$520	0.26%	55
2025 Q1	$306K	Sell	13,042 -933	-7%	-$23.8K	0.28%	56
2024 Q4	$361K	Buy	13,975 +1,037	+8%	+$27.6K	0.27%	62
2024 Q3	$333K	Sell	12,938 -2,672	-17%	-$66.3K	0.27%	62
2024 Q2	$370K	Sell	15,610 -4,756	-23%	-$113K	0.33%	57
2024 Q1	$501K	Buy	+20,366	New	+$477K	0.45%	48

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

Perissos Private Wealth Management's SCHA Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.09% in Q2 2026, buying an estimated $297 and bringing the position to 9,551 shares worth $345K. The position accounts for 0.23% of the portfolio, ranked #60.

Perissos Private Wealth Management first reported a position in SCHA in Q1 2024 and has held it in 10 quarters since. The position peaked at $501K in Q1 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Perissos Private Wealth Management held 9,551 shares of Schwab U.S Small- Cap ETF worth $345K as of Q2 2026.
Perissos Private Wealth Management bought 9 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $297.
Schwab U.S Small- Cap ETF made up 0.23% of Perissos Private Wealth Management's portfolio in Q2 2026, its #60 holding.
Perissos Private Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Schwab U.S Small- Cap ETF position peaked at $501K in Q1 2024.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.