Better Money Decisions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-12,254	Closed	-$268K	–	60
2023 Q2	$268K	Hold	12,254	–	–	0.22%	55
2023 Q1	$257K	Sell	12,254 -2,758	-18%	-$59.3K	0.22%	54
2022 Q4	$304K	Hold	15,012	–	–	0.26%	48
2022 Q3	$284K	Buy	15,012 +162	+1%	+$3.39K	0.28%	46
2022 Q2	$290K	Sell	14,850 -3,362	-18%	-$71.9K	0.25%	48
2022 Q1	$431K	Hold	18,212	–	–	0.4%	39
2021 Q4	$466K	Sell	18,212 -60	-0.3%	-$1.55K	0.39%	39
2021 Q3	$457K	Buy	18,272 +212	+1%	+$5.38K	0.38%	41
2021 Q2	$470K	Buy	18,060 +18,000	+30,000%	+$460K	0.42%	38
2021 Q1	$1K	Buy	+60	New	+$1.48K	﹤0.01%	566

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

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Better Money Decisions's SCHA Position: Q3 2023 in Review

Better Money Decisions sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2023, closing a stake of 12,254 shares — an estimated $268K sold.

Better Money Decisions first reported a position in SCHA in Q1 2021 and held it in 10 quarters. The position peaked at $470K in Q2 2021. 942 funds tracked by Wall St. Rank hold SCHA as of Q3 2023.

Better Money Decisions reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2023 after selling out during the quarter.
Better Money Decisions sold 12,254 Schwab U.S Small- Cap ETF shares in Q3 2023, an estimated $268K.
Better Money Decisions first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 10 quarters.
Better Money Decisions's Schwab U.S Small- Cap ETF position peaked at $470K in Q2 2021.
942 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2023.

Based on Better Money Decisions's 13F filing for Q3 2023, filed 8 Nov 2023.