AFTS
SCHA icon

American Financial & Tax Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

American Financial & Tax Strategies’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
2024
Q1 		– Sell
-113,834
Closed -$3.99M – 97
2023
Q4 		$3.99M Buy
+113,834
New +$2.4M 2.28% 10

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

American Financial & Tax Strategies's SCHA Position: Q1 2024 in Review

American Financial & Tax Strategies sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 113,834 shares — an estimated $3.99M sold.

American Financial & Tax Strategies first reported a position in SCHA in Q4 2023 and held it in 1 quarter. The position peaked at $3.99M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • American Financial & Tax Strategies reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • American Financial & Tax Strategies sold 113,834 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $3.99M.
  • American Financial & Tax Strategies first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 1 quarter.
  • American Financial & Tax Strategies's Schwab U.S Small- Cap ETF position peaked at $3.99M in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on American Financial & Tax Strategies's 13F filing for Q1 2024, filed 2 Aug 2024.