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Arrowroot Family Office’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Arrowroot Family Office’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
Q4 		$721K Buy
27,870
+682
+3% +$18.1K 0.37% 63
2024
Q3 		$700K Buy
27,188
+184
+0.7% +$4.57K 0.41% 59
2024
Q2 		$641K Buy
27,004
+560
+2% +$13.3K 0.41% 64
2024
Q1 		$651K Buy
26,444
+2,458
+10% +$57.6K 0.42% 66
2023
Q4 		$567K Buy
23,986
+5,754
+32% +$121K 0.4% 62
2023
Q3 		$378K Buy
18,232
+3,472
+24% +$76.2K 0.3% 83
2023
Q2 		$323K Buy
+14,760
New +$308K 0.24% 94

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrowroot Family Office's SCHA Position: Q4 2024 in Review

Arrowroot Family Office increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.5% in Q4 2024, buying an estimated $18.1K and bringing the position to 27,870 shares worth $721K. The position accounts for 0.37% of the portfolio, ranked #63.

Arrowroot Family Office first reported a position in SCHA in Q2 2023 and has held it in 7 quarters since. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Arrowroot Family Office held 27,870 shares of Schwab U.S Small- Cap ETF worth $721K as of Q4 2024.
  • Arrowroot Family Office bought 682 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $18.1K.
  • Schwab U.S Small- Cap ETF made up 0.37% of Arrowroot Family Office's portfolio in Q4 2024, its #63 holding.
  • Arrowroot Family Office first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 7 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Arrowroot Family Office's 13F filing for Q4 2024, filed 14 Feb 2025.