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Altus Wealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Altus Wealth Group’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
2021
Q2 		– Sell
-1,976
Closed -$50K – 155
2021
Q1 		$50K Hold
1,976
– – 0.05% 127
2020
Q4 		$44K Buy
+1,976
New +$39.3K 0.04% 243

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Altus Wealth Group's SCHA Position: Q2 2021 in Review

Altus Wealth Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2021, closing a stake of 1,976 shares — an estimated $50K sold.

Altus Wealth Group first reported a position in SCHA in Q4 2020 and held it in 2 quarters. The position peaked at $50K in Q1 2021. 838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

  • Altus Wealth Group reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,976 Schwab U.S Small- Cap ETF shares in Q2 2021, an estimated $50K.
  • Altus Wealth Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's Schwab U.S Small- Cap ETF position peaked at $50K in Q1 2021.
  • 838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.