Boyd Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Boyd Wealth 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
2023 Q1	–	Sell	-49,518	Closed	-$1M	–	44
2022 Q4	$1M	Sell	49,518 -3,812	-7%	-$78.1K	0.74%	20
2022 Q3	$1.01M	Buy	53,330 +4,502	+9%	+$94.2K	0.81%	18
2022 Q2	$952K	Buy	48,828 +8,994	+23%	+$192K	0.78%	19
2022 Q1	$943K	Buy	39,834 +22,074	+124%	+$521K	0.71%	17
2021 Q4	$455K	Buy	+17,760	New	+$460K	0.33%	32

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Boyd Wealth Management's SCHA Position: Q1 2023 in Review

Boyd Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 49,518 shares — an estimated $1M sold.

Boyd Wealth Management first reported a position in SCHA in Q4 2021 and held it in 5 quarters. The position peaked at $1.01M in Q3 2022. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

Boyd Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
Boyd Wealth Management sold 49,518 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $1M.
Boyd Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 5 quarters.
Boyd Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.01M in Q3 2022.
928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on Boyd Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.