Atlas Private Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Atlas Private Wealth Advisors’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 Q3	–	Sell	-28	Closed	-$711	–	800
2021 Q2	$1K	Sell	28 -776	-97%	-$19.8K	﹤0.01%	754
2021 Q1	$20K	Buy	804 +504	+168%	+$12.4K	0.01%	382
2020 Q4	$7K	Buy	+300	New	+$5.97K	﹤0.01%	477

Other funds holding SCHA

CSIA

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Atlas Private Wealth Advisors's SCHA Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 28 shares — an estimated $711 sold.

Atlas Private Wealth Advisors first reported a position in SCHA in Q4 2020 and held it in 3 quarters. The position peaked at $20K in Q1 2021. 837 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

Atlas Private Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 28 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $711.
Atlas Private Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 3 quarters.
Atlas Private Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $20K in Q1 2021.
837 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.