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Capasso Planning Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Capasso Planning Partners’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
Q2 		– Sell
-8,618
Closed -$212K – 150
2024
Q1 		$212K Buy
+8,618
New +$202K 0.09% 106
2023
Q1 		– Sell
-9,902
Closed -$201K – 105
2022
Q4 		$201K Buy
+9,902
New +$203K 0.13% 96
2022
Q2 		– Sell
-9,232
Closed -$219K – 99
2022
Q1 		$219K Buy
+9,232
New +$218K 0.15% 80

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Capasso Planning Partners's SCHA Position: Q2 2024 in Review

Capasso Planning Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 8,618 shares — an estimated $212K sold.

Capasso Planning Partners first reported a position in SCHA in Q1 2022 and held it in 3 quarters. The position peaked at $219K in Q1 2022. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Capasso Planning Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 8,618 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $212K.
  • Capasso Planning Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and held it in 3 quarters.
  • Capasso Planning Partners's Schwab U.S Small- Cap ETF position peaked at $219K in Q1 2022.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Capasso Planning Partners's 13F filing for Q2 2024, filed 2 Dec 2024.