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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Perissos Private Wealth Management's SCHA Position: Q1 2026 in Review

Perissos Private Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.04% in Q1 2026, buying an estimated $120 and bringing the position to 9,542 shares worth $277K. The position accounts for 0.24% of the portfolio, ranked #57.

Perissos Private Wealth Management first reported a position in SCHA in Q1 2024 and has held it in 9 quarters since. The position peaked at $501K in Q1 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Perissos Private Wealth Management held 9,542 shares of Schwab U.S Small- Cap ETF worth $277K as of Q1 2026.
Perissos Private Wealth Management bought 4 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $120.
Schwab U.S Small- Cap ETF made up 0.24% of Perissos Private Wealth Management's portfolio in Q1 2026, its #57 holding.
Perissos Private Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Schwab U.S Small- Cap ETF position peaked at $501K in Q1 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.