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Andrew C. Karlinski’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Andrew C. Karlinski’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 		– Sell
-196
Closed -$4K – 351
2022
Q2 		$4K Hold
196
– – 0.01% 224
2022
Q1 		$5K Buy
196
+12
+7% +$283 0.01% 203
2021
Q4 		$5K Buy
+184
New +$4.76K 0.01% 153

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 $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $49.2B AUM 14.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Andrew C. Karlinski's SCHA Position: Q3 2022 in Review

Andrew C. Karlinski sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2022, closing a stake of 196 shares — an estimated $4K sold.

Andrew C. Karlinski first reported a position in SCHA in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

  • Andrew C. Karlinski reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 196 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $4K.
  • Andrew C. Karlinski first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 3 quarters.
  • Andrew C. Karlinski's Schwab U.S Small- Cap ETF position peaked at $5K in Q1 2022.
  • 867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Andrew C. Karlinski's 13F filing for Q3 2022, filed 14 Nov 2022.