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Associated Banc-Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Associated Banc-Corp’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
2021
Q1 		– Sell
-161,096
Closed -$3.58M – 762
2020
Q4 		$3.58M Sell
161,096
-8,112
-5% -$162K 0.14% 129
2020
Q3 		$2.89M Buy
169,208
+3,316
+2% +$57.1K 0.12% 133
2020
Q2 		$2.71M Buy
165,892
+6,804
+4% +$102K 0.12% 139
2020
Q1 		$2.05M Buy
+159,088
New +$2.7M 0.11% 148

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Associated Banc-Corp's SCHA Position: Q1 2021 in Review

Associated Banc-Corp sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2021, closing a stake of 161,096 shares — an estimated $3.58M sold.

Associated Banc-Corp first reported a position in SCHA in Q1 2020 and held it in 4 quarters. The position peaked at $3.58M in Q4 2020. 818 funds tracked by Wall St. Rank hold SCHA as of Q1 2021.

  • Associated Banc-Corp reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 161,096 Schwab U.S Small- Cap ETF shares in Q1 2021, an estimated $3.58M.
  • Associated Banc-Corp first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and held it in 4 quarters.
  • Associated Banc-Corp's Schwab U.S Small- Cap ETF position peaked at $3.58M in Q4 2020.
  • 818 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.