ARMC
SCHA icon

American Research & Management Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

American Research & Management Company’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 		$1K Hold
64
– – ﹤0.01% 406
2022
Q2 		$1K Buy
+64
New +$1.37K ﹤0.01% 386

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

American Research & Management Company's SCHA Position: Q3 2022 in Review

American Research & Management Company held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2022 at 64 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

American Research & Management Company first reported a position in SCHA in Q2 2022 and has held it in 2 quarters since. 869 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

  • American Research & Management Company held 64 shares of Schwab U.S Small- Cap ETF worth $1K as of Q3 2022.
  • American Research & Management Company left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2022.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #406 holding.
  • American Research & Management Company first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 2 quarters since.
  • 869 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.