Baldwin Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-64	Closed	-$1.32K	–	771
2023 Q3	$1.32K	Hold	64	–	–	﹤0.01%	694
2023 Q2	$1.4K	Sell	64 -2,120	-97%	-$44.2K	﹤0.01%	708
2023 Q1	$45.8K	Buy	2,184 +2,120	+3,313%	+$45.6K	﹤0.01%	430
2022 Q4	$1.3K	Buy	+64	New	+$1.31K	﹤0.01%	729
2020 Q1	–	Sell	-620	Closed	-$12K	–	566
2019 Q4	$12K	Hold	620	–	–	﹤0.01%	446
2019 Q3	$11K	Hold	620	–	–	﹤0.01%	449
2019 Q2	$11K	Hold	620	–	–	﹤0.01%	447
2019 Q1	$11K	Hold	620	–	–	﹤0.01%	448
2018 Q4	$9K	Hold	620	–	–	﹤0.01%	449
2018 Q3	$12K	Hold	620	–	–	﹤0.01%	452
2018 Q2	$11K	Hold	620	–	–	﹤0.01%	453
2018 Q1	$11K	Buy	+620	New	+$10.9K	﹤0.01%	429

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baldwin Wealth Partners's SCHA Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2023, closing a stake of 64 shares — an estimated $1.32K sold.

Baldwin Wealth Partners first reported a position in SCHA in Q1 2018 and held it in 12 quarters. The position peaked at $45.8K in Q1 2023. 1,055 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

Baldwin Wealth Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 64 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $1.32K.
Baldwin Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and held it in 12 quarters.
Baldwin Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $45.8K in Q1 2023.
1,055 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.