Berman Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Berman Capital 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
2021 Q3	$42K	Sell	1,712 -324	-16%	-$8.23K	0.01%	747
2021 Q2	$53K	Buy	2,036 +4	+0.2%	+$102	0.01%	551
2021 Q1	$50K	Buy	2,032 +60	+3%	+$1.48K	0.01%	481
2020 Q4	$43K	Sell	1,972 -628	-24%	-$12.5K	0.01%	446
2020 Q3	$44K	Buy	2,600 +8	+0.3%	+$138	0.01%	379
2020 Q2	$42K	Buy	2,592 +8	+0.3%	+$120	0.01%	364
2020 Q1	$33K	Buy	2,584 +4	+0.2%	+$68	0.01%	370
2019 Q4	$48K	Buy	2,580 +20	+0.8%	+$362	0.01%	331
2019 Q3	$44K	Sell	2,560 -1,060	-29%	-$18.7K	0.01%	332
2019 Q2	$64K	Hold	3,620	–	–	0.02%	268
2019 Q1	$63K	Buy	3,620 +12	+0.3%	+$205	0.02%	249
2018 Q4	$54K	Buy	+3,608	New	+$61K	0.02%	245

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Berman Capital Advisors's SCHA Position: Q3 2021 in Review

Berman Capital Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q3 2021, selling an estimated $8.23K and leaving 1,712 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #747.

Berman Capital Advisors first reported a position in SCHA in Q4 2018 and has held it in 12 quarters since. The position peaked at $64K in Q2 2019. 838 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

Berman Capital Advisors held 1,712 shares of Schwab U.S Small- Cap ETF worth $42K as of Q3 2021.
Berman Capital Advisors sold 324 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $8.23K.
Schwab U.S Small- Cap ETF made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #747 holding.
Berman Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $64K in Q2 2019.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.