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Bay Harbor Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bay Harbor Wealth 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
2023
Q1 		– Sell
-88
Closed -$2K – 186
2022
Q4 		$2K Buy
+88
New +$1.8K ﹤0.01% 170

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bay Harbor Wealth Management's SCHA Position: Q1 2023 in Review

Bay Harbor Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 88 shares — an estimated $2K sold.

Bay Harbor Wealth Management first reported a position in SCHA in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

  • Bay Harbor Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 88 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $2K.
  • Bay Harbor Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 1 quarter.
  • Bay Harbor Wealth Management's Schwab U.S Small- Cap ETF position peaked at $2K in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.