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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Buy
43,871
+1,443
+3% +$36.5K 0.18% 40
2025
Q1 		$890K Buy
+42,428
New +$890K 0.17% 39