Blooom Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Blooom Inc’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	$784K	Buy	39,434 +1,802	+5%	+$37.7K	1.49%	16
2022 Q2	$844K	Sell	37,632 -3,304	-8%	-$70.6K	1.45%	13
2022 Q1	$1.09M	Sell	40,936 -988	-2%	-$23.3K	0.88%	15
2021 Q4	$1.1M	Sell	41,924 -2,100	-5%	-$54.3K	0.82%	14
2021 Q3	$1.14M	Buy	44,024 +248	+0.6%	+$6.3K	0.94%	13
2021 Q2	$1.14M	Buy	43,776 +17,844	+69%	+$456K	0.85%	13
2021 Q1	$920K	Sell	25,932 -13,080	-34%	-$322K	0.72%	16
2020 Q4	$872K	Buy	+39,012	New	+$777K	0.7%	14

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Blooom Inc's SCHA Position: Q3 2022 in Review

Blooom Inc increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.8% in Q3 2022, buying an estimated $37.7K and bringing the position to 39,434 shares worth $784K. The position accounts for 1.49% of the portfolio, ranked #16.

Blooom Inc first reported a position in SCHA in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2021. 869 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

Blooom Inc held 39,434 shares of Schwab U.S Small- Cap ETF worth $784K as of Q3 2022.
Blooom Inc bought 1,802 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $37.7K.
Schwab U.S Small- Cap ETF made up 1.49% of Blooom Inc's portfolio in Q3 2022, its #16 holding.
Blooom Inc first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Schwab U.S Small- Cap ETF position peaked at $1.14M in Q2 2021.
869 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.