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

Atlas Private 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
2021 Q3	–	Sell	-10,912	Closed	-$284K	–	119
2021 Q2	$284K	Hold	10,912	–	–	0.18%	107
2021 Q1	$272K	Sell	10,912 -400	-4%	-$9.84K	0.17%	106
2020 Q4	$252K	Sell	11,312 -2,832	-20%	-$56.4K	0.18%	104
2020 Q3	$242K	Sell	14,144 -1,900	-12%	-$32.7K	0.19%	100
2020 Q2	$262K	Sell	16,044 -920	-5%	-$13.8K	0.21%	93
2020 Q1	$218K	Sell	16,964 -1,640	-9%	-$27.9K	0.2%	102
2019 Q4	$352K	Buy	+18,604	New	+$337K	0.27%	92

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 Management's SCHA Position: Q3 2021 in Review

Atlas Private Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 10,912 shares — an estimated $284K sold.

Atlas Private Wealth Management first reported a position in SCHA in Q4 2019 and held it in 7 quarters. The position peaked at $352K in Q4 2019. 838 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

Atlas Private Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 10,912 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $284K.
Atlas Private Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 7 quarters.
Atlas Private Wealth Management's Schwab U.S Small- Cap ETF position peaked at $352K in Q4 2019.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Atlas Private Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.