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Petra Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Petra Financial 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 		$670K Buy
+18,535
New +$612K 0.31% 82
2026
Q1 		– Sell
-21,527
Closed -$613K – 139
2025
Q4 		$613K Buy
21,527
+936
+5% +$26.4K 0.36% 78
2025
Q3 		$574K Buy
20,591
+1,183
+6% +$31.6K 0.33% 83
2025
Q2 		$491K Buy
19,408
+2,438
+14% +$57.6K 0.31% 86
2025
Q1 		$398K Sell
16,970
-115,184
-87% -$2.94M 0.33% 68
2024
Q4 		$3.42M Buy
132,154
+3,066
+2% +$81.6K 2.32% 9
2024
Q3 		$3.32M Buy
129,088
+3,552
+3% +$88.2K 2.19% 10
2024
Q2 		$2.98M Buy
125,536
+2,486
+2% +$58.9K 2.14% 11
2024
Q1 		$3.01M Sell
123,050
-1,524
-1% -$35.7K 2.21% 11
2023
Q4 		$2.94M Sell
124,574
-240
-0.2% -$5.06K 2.46% 8
2023
Q3 		$2.58M Buy
124,814
+12,428
+11% +$273K 2.16% 10
2023
Q2 		$2.46M Buy
112,386
+96,140
+592% +$2M 2.2% 10
2023
Q1 		$341K Sell
16,246
-115,490
-88% -$2.48M 0.34% 55
2022
Q4 		$2.67M Buy
+131,736
New +$2.7M 2.94% 7

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Petra Financial Advisors's SCHA Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 18,535 shares worth $670K. The stake represents 0.31% of the portfolio and ranks #82 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in SCHA as recently as Q4 2025.

Petra Financial Advisors first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.42M in Q4 2024. 1,351 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Petra Financial Advisors held 18,535 shares of Schwab U.S Small- Cap ETF worth $670K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Petra Financial Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.31% of Petra Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Petra Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Petra Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $3.42M in Q4 2024.
  • 1,351 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.