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Bray Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bray Capital Advisors’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
Q4 		$9.83K Hold
380
– – ﹤0.01% 230
2024
Q3 		$9.79K Hold
380
– – ﹤0.01% 228
2024
Q2 		$9.02K Hold
380
– – ﹤0.01% 225
2024
Q1 		$9.36K Hold
380
– – ﹤0.01% 233
2023
Q4 		$8.98K Buy
+380
New +$8.01K ﹤0.01% 232

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bray Capital Advisors's SCHA Position: Q4 2024 in Review

Bray Capital Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q4 2024 at 380 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Bray Capital Advisors first reported a position in SCHA in Q4 2023 and has held it in 5 quarters since. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Bray Capital Advisors held 380 shares of Schwab U.S Small- Cap ETF worth $9.83K as of Q4 2024.
  • Bray Capital Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q4 2024.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #230 holding.
  • Bray Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.