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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
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 $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Petra Financial Advisors's SCHA Position: Q1 2026 in Review

Petra Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 21,527 shares — an estimated $613K sold.

Petra Financial Advisors first reported a position in SCHA in Q4 2022 and held it in 13 quarters. The position peaked at $3.42M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Petra Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 21,527 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $613K.
  • Petra Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 13 quarters.
  • Petra Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $3.42M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.