American Portfolios Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

American Portfolios 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
2022 Q3	$1.15M	Buy	60,958 +13,804	+29%	+$289K	0.05%	394
2022 Q2	$919K	Sell	47,154 -6,600	-12%	-$141K	0.04%	452
2022 Q1	$1.27M	Sell	53,754 -98	-0.2%	-$2.31K	0.04%	409
2021 Q4	$1.38M	Sell	53,852 -1,436	-3%	-$37.2K	0.05%	385
2021 Q3	$1.38M	Sell	55,288 -720	-1%	-$18.3K	0.05%	349
2021 Q2	$1.46M	Buy	56,008 +652	+1%	+$16.7K	0.06%	318
2021 Q1	$1.38M	Buy	55,356 +11,588	+26%	+$285K	0.06%	307
2020 Q4	$974K	Buy	43,768 +5,676	+15%	+$113K	0.05%	352
2020 Q3	$651K	Buy	38,092 +1,368	+4%	+$23.6K	0.04%	414
2020 Q2	$600K	Buy	36,724 +9,004	+32%	+$135K	0.04%	387
2020 Q1	$357K	Buy	27,720 +1,704	+7%	+$29K	0.03%	460
2019 Q4	$492K	Buy	26,016 +2,920	+13%	+$52.8K	0.04%	416
2019 Q3	$403K	Buy	23,096 +1,968	+9%	+$34.7K	0.03%	463
2019 Q2	$378K	Buy	21,128 +1,996	+10%	+$35.3K	0.03%	491
2019 Q1	$334K	Buy	19,132 +8,432	+79%	+$144K	0.03%	475
2018 Q4	$162K	Sell	10,700 -6,604	-38%	-$112K	0.02%	578
2018 Q3	$330K	Sell	17,304 -34,944	-67%	-$666K	0.04%	431
2018 Q2	$961K	Buy	52,248 +34,004	+186%	+$615K	0.13%	157
2018 Q1	$315K	Sell	18,244 -21,808	-54%	-$384K	0.05%	373
2017 Q4	$698K	Buy	+40,052	New	+$686K	0.11%	195

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Portfolios Advisors's SCHA Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 29% in Q3 2022, buying an estimated $289K and bringing the position to 60,958 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #394.

American Portfolios Advisors first reported a position in SCHA in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.46M in Q2 2021. 867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

American Portfolios Advisors held 60,958 shares of Schwab U.S Small- Cap ETF worth $1.15M as of Q3 2022.
American Portfolios Advisors bought 13,804 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $289K.
Schwab U.S Small- Cap ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #394 holding.
American Portfolios Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Schwab U.S Small- Cap ETF position peaked at $1.46M in Q2 2021.
867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.