Asset Management Resources’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Asset Management Resources’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 Q4	$1.26M	Buy	+53,408	New	+$1.13M	0.72%	15

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Asset Management Resources's SCHA Position: Q4 2023 in Review

Asset Management Resources opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2023: 53,408 shares worth $1.26M. The stake represents 0.72% of the portfolio and ranks #15 among its holdings.

1,057 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

Asset Management Resources held 53,408 shares of Schwab U.S Small- Cap ETF worth $1.26M as of Q4 2023.
Schwab U.S Small- Cap ETF was a new Asset Management Resources position in Q4 2023.
Schwab U.S Small- Cap ETF made up 0.72% of Asset Management Resources's portfolio in Q4 2023, its #15 holding.
1,057 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.