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Bell Rock Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bell Rock Capital’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
Q3 		– Sell
-18,888
Closed -$368K – 106
2022
Q2 		$368K Buy
+18,888
New +$404K 0.29% 26

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bell Rock Capital's SCHA Position: Q3 2022 in Review

Bell Rock Capital sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2022, closing a stake of 18,888 shares — an estimated $368K sold.

Bell Rock Capital first reported a position in SCHA in Q2 2022 and held it in 1 quarter. The position peaked at $368K in Q2 2022. 867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

  • Bell Rock Capital reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Bell Rock Capital sold 18,888 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $368K.
  • Bell Rock Capital first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 1 quarter.
  • Bell Rock Capital's Schwab U.S Small- Cap ETF position peaked at $368K in Q2 2022.
  • 867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.