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Arlington Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Arlington Partners’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
2023
Q3 		– Sell
-5,584
Closed -$122K – 552
2023
Q2 		$122K Buy
+5,584
New +$116K 0.02% 215

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SEI Investments
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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 $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Arlington Partners's SCHA Position: Q3 2023 in Review

Arlington Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2023, closing a stake of 5,584 shares — an estimated $122K sold.

Arlington Partners first reported a position in SCHA in Q2 2023 and held it in 1 quarter. The position peaked at $122K in Q2 2023. 941 funds tracked by Wall St. Rank hold SCHA as of Q3 2023.

  • Arlington Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 5,584 Schwab U.S Small- Cap ETF shares in Q3 2023, an estimated $122K.
  • Arlington Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and held it in 1 quarter.
  • Arlington Partners's Schwab U.S Small- Cap ETF position peaked at $122K in Q2 2023.
  • 941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.