BDO Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

BDO Wealth 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
2023 Q2	$150K	Hold	6,848	–	–	0.02%	290
2023 Q1	$144K	Hold	6,848	–	–	0.02%	278
2022 Q4	$139K	Sell	6,848 -308	-4%	-$6.31K	0.02%	295
2022 Q3	$135K	Buy	7,156 +308	+4%	+$6.44K	0.02%	294
2022 Q2	$134K	Sell	6,848 -1,586	-19%	-$33.9K	0.02%	298
2022 Q1	$200K	Sell	8,434 -118	-1%	-$2.79K	0.02%	268
2021 Q4	$219K	Buy	8,552 +140	+2%	+$3.62K	0.02%	271
2021 Q3	$210K	Buy	8,412 +584	+7%	+$14.8K	0.02%	273
2021 Q2	$204K	Hold	7,828	–	–	0.02%	285
2021 Q1	$195K	Hold	7,828	–	–	0.02%	295
2020 Q4	$174K	Hold	7,828	–	–	0.02%	245
2020 Q3	$134K	Hold	7,828	–	–	0.02%	247
2020 Q2	$128K	Hold	7,828	–	–	0.02%	257
2020 Q1	$101K	Hold	7,828	–	–	0.02%	271
2019 Q4	$148K	Hold	7,828	–	–	0.04%	218
2019 Q3	$136K	Hold	7,828	–	–	0.03%	230
2019 Q2	$140K	Hold	7,828	–	–	0.04%	223
2019 Q1	$137K	Sell	7,828 -2,048	-21%	-$35K	0.04%	202
2018 Q4	$150K	Sell	9,876 -1,300	-12%	-$22K	0.05%	174
2018 Q3	$213K	Hold	11,176	–	–	0.07%	151
2018 Q2	$206K	Buy	11,176 +3,576	+47%	+$64.7K	0.07%	157
2018 Q1	$131K	Hold	7,600	–	–	0.05%	158
2017 Q4	$133K	Hold	7,600	–	–	0.06%	134
2017 Q3	$128K	Hold	7,600	–	–	0.06%	127
2017 Q2	$121K	Buy	+7,600	New	+$120K	0.05%	154

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BDO Wealth Advisors's SCHA Position: Q2 2023 in Review

BDO Wealth Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2023 at 6,848 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #290.

BDO Wealth Advisors first reported a position in SCHA in Q2 2017 and has held it in 25 quarters since. The position peaked at $219K in Q4 2021. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

BDO Wealth Advisors held 6,848 shares of Schwab U.S Small- Cap ETF worth $150K as of Q2 2023.
BDO Wealth Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2023.
Schwab U.S Small- Cap ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #290 holding.
BDO Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $219K in Q4 2021.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.