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 Q2	$1.09M	Sell	30,233 -5,039	-14%	-$167K	0.13%	41
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 $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

Peterson Wealth Advisors's SCHA Position: Q2 2026 in Review

Peterson Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q2 2026, selling an estimated $167K and leaving 30,233 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #41.

Peterson Wealth Advisors first reported a position in SCHA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q3 2025. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Peterson Wealth Advisors held 30,233 shares of Schwab U.S Small- Cap ETF worth $1.09M as of Q2 2026.
Peterson Wealth Advisors sold 5,039 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $167K.
Schwab U.S Small- Cap ETF made up 0.13% of Peterson Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Peterson Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 6 quarters since.
Peterson Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $1.16M in Q3 2025.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.