Blackhawk Capital Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Blackhawk Capital Partners’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 Q1	–	Sell	-10,940	Closed	-$280K	–	101
2021 Q4	$280K	Sell	10,940 -7,520	-41%	-$195K	0.17%	80
2021 Q3	$462K	Sell	18,460 -29,104	-61%	-$739K	0.29%	76
2021 Q2	$1.19M	Buy	+47,564	New	+$1.22M	0.8%	52
2019 Q3	–	Sell	-50,128	Closed	-$896K	–	99
2019 Q2	$896K	Buy	50,128 +29,476	+143%	+$521K	0.86%	44
2019 Q1	$361K	Sell	20,652 -101,048	-83%	-$1.73M	0.37%	61
2018 Q4	$1.85M	Buy	+121,700	New	+$2.06M	2.35%	13
2018 Q2	–	Sell	-15,468	Closed	-$267K	–	343
2018 Q1	$267K	Sell	15,468 -181,328	-92%	-$3.2M	0.23%	83
2017 Q4	$3.43M	Buy	+196,796	New	+$3.37M	2.96%	8

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 $374B AUM 17.66% 1-Year Est. Return

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

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

Blackhawk Capital Partners's SCHA Position: Q1 2022 in Review

Blackhawk Capital Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 10,940 shares — an estimated $280K sold.

Blackhawk Capital Partners first reported a position in SCHA in Q4 2017 and held it in 8 quarters. The position peaked at $3.43M in Q4 2017. 941 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

Blackhawk Capital Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
Blackhawk Capital Partners sold 10,940 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $280K.
Blackhawk Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 8 quarters.
Blackhawk Capital Partners's Schwab U.S Small- Cap ETF position peaked at $3.43M in Q4 2017.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Blackhawk Capital Partners's 13F filing for Q1 2022, filed 9 May 2022.