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BOS Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

BOS Asset Management’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
2024
Q1 		– Sell
-10,976
Closed -$259K – 170
2023
Q4 		$259K Buy
+10,976
New +$231K 0.18% 125

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

BOS Asset Management's SCHA Position: Q1 2024 in Review

BOS Asset Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 10,976 shares — an estimated $259K sold.

BOS Asset Management first reported a position in SCHA in Q4 2023 and held it in 1 quarter. The position peaked at $259K in Q4 2023. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • BOS Asset Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • BOS Asset Management sold 10,976 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $259K.
  • BOS Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 1 quarter.
  • BOS Asset Management's Schwab U.S Small- Cap ETF position peaked at $259K in Q4 2023.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on BOS Asset Management's 13F filing for Q1 2024, filed 7 May 2024.