Aspire Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aspire Wealth Management’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 Q3	$157K	Buy	6,106 +40	+0.7%	+$993	0.08%	104
2024 Q2	$144K	Sell	6,066 -15,490	-72%	-$367K	0.08%	103
2024 Q1	$531K	Buy	21,556 +76	+0.4%	+$1.78K	0.32%	55
2023 Q4	$507K	Buy	21,480 +114	+0.5%	+$2.4K	0.34%	51
2023 Q3	$443K	Sell	21,366 -8,912	-29%	-$196K	0.34%	53
2023 Q2	$663K	Buy	30,278 +214	+0.7%	+$4.46K	0.5%	45
2023 Q1	$630K	Sell	30,064 -9,462	-24%	-$203K	0.51%	45
2022 Q4	$801K	Sell	39,526 -8,752	-18%	-$179K	0.7%	33
2022 Q3	$912K	Buy	48,278 +1,650	+4%	+$34.5K	0.86%	29
2022 Q2	$909K	Buy	46,628 +906	+2%	+$19.4K	0.84%	26
2022 Q1	$1.08M	Buy	45,722 +1,986	+5%	+$46.9K	0.86%	27
2021 Q4	$1.12M	Buy	+43,736	New	+$1.13M	0.91%	26

Other funds holding SCHA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspire Wealth Management's SCHA Position: Q3 2024 in Review

Aspire Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.66% in Q3 2024, buying an estimated $993 and bringing the position to 6,106 shares worth $157K. The position accounts for 0.08% of the portfolio, ranked #104.

Aspire Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2021. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

Aspire Wealth Management held 6,106 shares of Schwab U.S Small- Cap ETF worth $157K as of Q3 2024.
Aspire Wealth Management bought 40 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $993.
Schwab U.S Small- Cap ETF made up 0.08% of Aspire Wealth Management's portfolio in Q3 2024, its #104 holding.
Aspire Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.12M in Q4 2021.
1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.