BAAM
SCHA icon

Baker Avenue Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Baker Avenue Asset 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
2024
Q4 		– Sell
-12,328
Closed -$317K – 445
2024
Q3 		$317K Buy
12,328
+1,150
+10% +$28.6K 0.01% 339
2024
Q2 		$265K Sell
11,178
-700
-6% -$16.6K 0.01% 328
2024
Q1 		$292K Buy
11,878
+700
+6% +$16.4K 0.01% 304
2023
Q4 		$264K Sell
11,178
-656
-6% -$13.8K 0.01% 316
2023
Q3 		$245K Sell
11,834
-2,452
-17% -$53.8K 0.01% 318
2023
Q2 		$313K Buy
14,286
+2,452
+21% +$51.1K 0.02% 299
2023
Q1 		$248K Sell
11,834
-32,268
-73% -$694K 0.01% 318
2022
Q4 		$893K Buy
44,102
+30,650
+228% +$628K 0.05% 181
2022
Q3 		$254K Hold
13,452
– – 0.02% 311
2022
Q2 		$262K Sell
13,452
-1,484
-10% -$31.7K 0.02% 275
2022
Q1 		$354K Sell
14,936
-9,164
-38% -$216K 0.02% 249
2021
Q4 		$617K Buy
+24,100
New +$624K 0.03% 207

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baker Avenue Asset Management's SCHA Position: Q4 2024 in Review

Baker Avenue Asset Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 12,328 shares — an estimated $317K sold.

Baker Avenue Asset Management first reported a position in SCHA in Q4 2021 and held it in 12 quarters. The position peaked at $893K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Baker Avenue Asset Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Baker Avenue Asset Management sold 12,328 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $317K.
  • Baker Avenue Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 12 quarters.
  • Baker Avenue Asset Management's Schwab U.S Small- Cap ETF position peaked at $893K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Baker Avenue Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.