AA
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Axiom Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Axiom Advisory’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
2024
Q3 		$1.05M Buy
42,114
+814
+2% +$20.2K 0.01% 156
2024
Q2 		$979K Buy
+41,300
New +$979K 0.01% 152

Other funds holding SCHA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axiom Advisory's SCHA Position: Q3 2024 in Review

Axiom Advisory increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2% in Q3 2024, buying an estimated $20.2K and bringing the position to 42,114 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #156.

Axiom Advisory first reported a position in SCHA in Q2 2024 and has held it in 2 quarters since. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Axiom Advisory held 42,114 shares of Schwab U.S Small- Cap ETF worth $1.05M as of Q3 2024.
  • Axiom Advisory bought 814 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $20.2K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #156 holding.
  • Axiom Advisory first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.