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

Twin Peaks 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	–	Sell	-58	Closed	-$1.69K	–	1823
2026 Q1	$1.69K	Buy	+58	New	+$1.74K	﹤0.01%	1763
2025 Q3	–	Sell	-58	Closed	-$1.53K	–	1731
2025 Q2	$1.53K	Buy	+58	New	+$1.37K	﹤0.01%	1695

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

Twin Peaks Wealth Advisors's SCHA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 58 shares — an estimated $1.69K sold.

Twin Peaks Wealth Advisors first reported a position in SCHA in Q2 2025 and held it in 2 quarters. The position peaked at $1.69K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 58 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.69K.
Twin Peaks Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $1.69K in Q1 2026.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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