Aveo Capital Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-17,812	Closed	-$373K	–	354
2023 Q1	$373K	Sell	17,812 -2,082	-10%	-$44.7K	0.05%	237
2022 Q4	$403K	Buy	19,894 +1,526	+8%	+$31.3K	0.06%	218
2022 Q3	$347K	Buy	18,368 +4,470	+32%	+$93.5K	0.06%	196
2022 Q2	$271K	Buy	+13,898	New	+$297K	0.04%	231

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 $38.5B AUM 18.4% 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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aveo Capital Partners's SCHA Position: Q2 2023 in Review

Aveo Capital Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 17,812 shares — an estimated $373K sold.

Aveo Capital Partners first reported a position in SCHA in Q2 2022 and held it in 4 quarters. The position peaked at $403K in Q4 2022. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Aveo Capital Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
Aveo Capital Partners sold 17,812 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $373K.
Aveo Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 4 quarters.
Aveo Capital Partners's Schwab U.S Small- Cap ETF position peaked at $403K in Q4 2022.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Aveo Capital Partners's 13F filing for Q2 2023, filed 8 Aug 2023.