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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Twin Peaks Wealth Advisors's SCHA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 58 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SCHA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SCHA in Q2 2025 and has held it in 2 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Twin Peaks Wealth Advisors held 58 shares of Schwab U.S Small- Cap ETF worth $1.69K as of Q1 2026.
Schwab U.S Small- Cap ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1763 holding.
Twin Peaks Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 2 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.