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Cambridge Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cambridge Trust’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
Q4 		– Sell
-208
Closed -$4.31K – 735
2023
Q3 		$4.31K Buy
+208
New +$4.56K ﹤0.01% 641
2022
Q4 		– Sell
-356
Closed -$7K – 872
2022
Q3 		$7K Hold
356
– – ﹤0.01% 686
2022
Q2 		$7K Hold
356
– – ﹤0.01% 721
2022
Q1 		$8K Hold
356
– – ﹤0.01% 778
2021
Q4 		$9K Buy
+356
New +$9.21K ﹤0.01% 835

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cambridge Trust's SCHA Position: Q4 2023 in Review

Cambridge Trust sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2023, closing a stake of 208 shares — an estimated $4.31K sold.

Cambridge Trust first reported a position in SCHA in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

  • Cambridge Trust reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Trust sold 208 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $4.31K.
  • Cambridge Trust first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 5 quarters.
  • Cambridge Trust's Schwab U.S Small- Cap ETF position peaked at $9K in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.