Peterson Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Peterson Financial Group’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
2024 Q3	$620	Buy	+24	New	+$596	﹤0.01%	408

Other funds holding SCHA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Peterson Financial Group's SCHA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2024: 24 shares worth $620. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings.

1,071 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

Peterson Financial Group held 24 shares of Schwab U.S Small- Cap ETF worth $620 as of Q3 2024.
Schwab U.S Small- Cap ETF was a new Peterson Financial Group position in Q3 2024.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #408 holding.
1,071 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.