Peterson Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Peterson Wealth Advisors’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	$1.03M	Sell	35,272 -840	-2%	-$25.2K	0.14%	42
2025 Q4	$1.03M	Sell	36,112 -5,450	-13%	-$154K	0.14%	42
2025 Q3	$1.16M	Sell	41,562 -2,309	-5%	-$61.7K	0.17%	39
2025 Q2	$1.11M	Buy	43,871 +1,443	+3%	+$34.1K	0.18%	40
2025 Q1	$890K	Buy	+42,428	New	+$1.08M	0.17%	39

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

Peterson Wealth Advisors's SCHA Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q1 2026, selling an estimated $25.2K and leaving 35,272 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #42.

Peterson Wealth Advisors first reported a position in SCHA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Peterson Wealth Advisors held 35,272 shares of Schwab U.S Small- Cap ETF worth $1.03M as of Q1 2026.
Peterson Wealth Advisors sold 840 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $25.2K.
Schwab U.S Small- Cap ETF made up 0.14% of Peterson Wealth Advisors's portfolio in Q1 2026, its #42 holding.
Peterson Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 5 quarters since.
Peterson Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $1.16M in Q3 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.