Acima Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Acima Private Wealth’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
2022 Q4	–	Sell	-156	Closed	-$2.95K	–	228
2022 Q3	$2.95K	Hold	156	–	–	﹤0.01%	216
2022 Q2	$3.04K	Sell	156 -184	-54%	-$3.93K	﹤0.01%	221
2022 Q1	$8K	Sell	340 -184	-35%	-$4.34K	﹤0.01%	219
2021 Q4	$13K	Hold	524	–	–	0.01%	210
2021 Q3	$13K	Hold	524	–	–	0.01%	203
2021 Q2	$14K	Hold	524	–	–	0.01%	198
2021 Q1	$13K	Hold	524	–	–	0.01%	199
2020 Q4	$12K	Buy	+524	New	+$10.4K	0.01%	198

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acima Private Wealth's SCHA Position: Q4 2022 in Review

Acima Private Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2022, closing a stake of 156 shares — an estimated $2.95K sold.

Acima Private Wealth first reported a position in SCHA in Q4 2020 and held it in 8 quarters. The position peaked at $14K in Q2 2021. 941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

Acima Private Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2022 after selling out during the quarter.
Acima Private Wealth sold 156 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $2.95K.
Acima Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 8 quarters.
Acima Private Wealth's Schwab U.S Small- Cap ETF position peaked at $14K in Q2 2021.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Acima Private Wealth's 13F filing for Q4 2022, filed 29 Feb 2024.