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

Campbell 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
2024
Q4 		$3.97M Buy
153,540
+14,158
+10% +$377K 0.36% 18
2024
Q3 		$3.59M Buy
+139,382
New +$3.46M 0.32% 19
2024
Q2 		– Sell
-106,544
Closed -$2.62M – 86
2024
Q1 		$2.62M Buy
106,544
+39,086
+58% +$916K 0.26% 21
2023
Q4 		$1.59M Buy
67,458
+8,106
+14% +$171K 0.19% 24
2023
Q3 		$1.23M Buy
59,352
+1,238
+2% +$27.2K 0.15% 25
2023
Q2 		$1.27M Sell
58,114
-430
-0.7% -$8.96K 0.16% 23
2023
Q1 		$1.23M Sell
58,544
-2,180
-4% -$46.9K 0.15% 27
2022
Q4 		$1.23M Buy
60,724
+2,042
+3% +$41.8K 0.17% 24
2022
Q3 		$1.11M Buy
58,682
+24,452
+71% +$511K 0.16% 25
2022
Q2 		$667K Buy
34,230
+5,132
+18% +$110K 0.09% 21
2022
Q1 		$689K Sell
29,098
-1,190
-4% -$28.1K 0.08% 25
2021
Q4 		$775K Buy
30,288
+3,860
+15% +$99.9K 0.09% 25
2021
Q3 		$661K Buy
26,428
+3,652
+16% +$92.7K 0.09% 25
2021
Q2 		$593K Sell
22,776
-68
-0.3% -$1.74K 0.08% 25
2021
Q1 		$569K Buy
22,844
+460
+2% +$11.3K 0.08% 29
2020
Q4 		$498K Sell
22,384
-880
-4% -$17.5K 0.07% 29
2020
Q3 		$397K Buy
23,264
+1,312
+6% +$22.6K 0.06% 30
2020
Q2 		$359K Buy
21,952
+1,536
+8% +$23K 0.06% 32
2020
Q1 		$263K Buy
20,416
+5,820
+40% +$98.9K 0.06% 37
2019
Q4 		$276K Sell
14,596
-668
-4% -$12.1K 0.06% 51
2019
Q3 		$266K Buy
+15,264
New +$270K 0.06% 53

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

Campbell Wealth Management's SCHA Position: Q4 2024 in Review

Campbell Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 10% in Q4 2024, buying an estimated $377K and bringing the position to 153,540 shares worth $3.97M. The position accounts for 0.36% of the portfolio, ranked #18.

Campbell Wealth Management first reported a position in SCHA in Q3 2019 and has held it in 21 quarters since. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Campbell Wealth Management held 153,540 shares of Schwab U.S Small- Cap ETF worth $3.97M as of Q4 2024.
  • Campbell Wealth Management bought 14,158 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $377K.
  • Schwab U.S Small- Cap ETF made up 0.36% of Campbell Wealth Management's portfolio in Q4 2024, its #18 holding.
  • Campbell Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 21 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.