Baltimore-Washington Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Baltimore-Washington Financial Advisors’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	-23,380	Closed	-$1.81M	–	142
2022 Q3	$1.81M	Buy	+23,380	New	+$489K	0.15%	83
2022 Q2	–	Sell	-486	Closed	-$4.03M	–	146
2022 Q1	$4.03M	Buy	+486	New	+$11.5K	0.39%	77

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

Baltimore-Washington Financial Advisors's SCHA Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2022, closing a stake of 23,380 shares — an estimated $1.81M sold.

Baltimore-Washington Financial Advisors first reported a position in SCHA in Q1 2022 and held it in 2 quarters. The position peaked at $4.03M in Q1 2022. 941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

Baltimore-Washington Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 23,380 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $1.81M.
Baltimore-Washington Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and held it in 2 quarters.
Baltimore-Washington Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $4.03M in Q1 2022.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.