Aurora Investment Managers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aurora Investment Managers’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
2022 Q4	–	Sell	-12,578	Closed	-$238K	–	50
2022 Q3	$238K	Sell	12,578 -16	-0.1%	-$335	0.24%	46
2022 Q2	$246K	Sell	12,594 -26	-0.2%	-$556	0.24%	49
2022 Q1	$299K	Buy	+12,620	New	+$298K	0.22%	45

Other funds holding SCHA

CSIA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

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

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

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

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

Aurora Investment Managers's SCHA Position: Q4 2022 in Review

Aurora Investment Managers sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2022, closing a stake of 12,578 shares — an estimated $238K sold.

Aurora Investment Managers first reported a position in SCHA in Q1 2022 and held it in 3 quarters. The position peaked at $299K in Q1 2022. 941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

Aurora Investment Managers reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2022 after selling out during the quarter.
Aurora Investment Managers sold 12,578 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $238K.
Aurora Investment Managers first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and held it in 3 quarters.
Aurora Investment Managers's Schwab U.S Small- Cap ETF position peaked at $299K in Q1 2022.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Aurora Investment Managers's 13F filing for Q4 2022, filed 11 Jan 2023.