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

Capital Directions Investment 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
2022
Q4 		$99.1K Buy
+4,892
New +$100K 0.04% 79
2022
Q3 		– Sell
-4,892
Closed -$102K – 92
2022
Q2 		$95K Hold
4,892
– – 0.03% 90
2022
Q1 		$116K Buy
+4,892
New +$115K 0.04% 92
2021
Q4 		– Sell
-4,744
Closed -$119K – 186
2021
Q3 		$119K Hold
4,744
– – 0.04% 85
2021
Q2 		$124K Buy
+4,744
New +$121K 0.04% 74
2021
Q1 		– Sell
-5,272
Closed -$117K – 307
2020
Q4 		$117K Hold
5,272
– – 0.04% 74
2020
Q3 		$90K Buy
5,272
+800
+18% +$13.8K 0.03% 80
2020
Q2 		$73K Hold
4,472
– – 0.03% 88
2020
Q1 		$58K Hold
4,472
– – 0.02% 99
2019
Q4 		$85K Sell
4,472
-1,040
-19% -$18.8K 0.03% 102
2019
Q3 		$96K Sell
5,512
-1,024
-16% -$18.1K 0.03% 84
2019
Q2 		$117K Hold
6,536
– – 0.04% 56
2019
Q1 		$114K Sell
6,536
-360
-5% -$6.16K 0.04% 51
2018
Q4 		$105K Hold
6,896
– – 0.04% 58
2018
Q3 		$131K Buy
6,896
+2,064
+43% +$39.4K 0.04% 55
2018
Q2 		$89K Sell
4,832
-2,332
-33% -$42.2K 0.04% 54
2018
Q1 		$124K Buy
7,164
+4
+0.1% +$71 0.04% 51
2017
Q4 		$125K Buy
7,160
+284
+4% +$4.86K 0.04% 50
2017
Q3 		$116K Buy
6,876
+268
+4% +$4.31K 0.04% 52
2017
Q2 		$106K Buy
6,608
+320
+5% +$5.05K 0.04% 46
2017
Q1 		$99K Buy
6,288
+180
+3% +$2.82K 0.03% 47
2016
Q4 		$94K Hold
6,108
– – 0.03% 47
2016
Q3 		$88K Hold
6,108
– – 0.03% 45
2016
Q2 		$82K Hold
6,108
– – 0.03% 46
2016
Q1 		$79K Sell
6,108
-464
-7% -$5.62K 0.03% 38
2015
Q4 		$86K Buy
6,572
+1,780
+37% +$23.8K 0.03% 45
2015
Q3 		$61K Hold
4,792
– – 0.02% 43
2015
Q2 		$69K Hold
4,792
– – 0.02% 43
2015
Q1 		$68K Sell
4,792
-1,212
-20% -$16.9K 0.02% 48
2014
Q4 		$84K Hold
6,004
– – 0.03% 43
2014
Q3 		$82K Sell
6,004
-2,036
-25% -$27.2K 0.03% 46
2014
Q2 		$110K Hold
8,040
– – 0.04% 39
2014
Q1 		$108K Sell
8,040
-256
-3% -$3.38K 0.04% 39
2013
Q4 		$109K Sell
8,296
-652
-7% -$8.19K 0.04% 38
2013
Q3 		$108K Hold
8,948
– – 0.05% 36
2013
Q2 		$98K Buy
+8,948
New +$97K 0.05% 37

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Directions Investment Advisors's SCHA Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2022: 4,892 shares worth $99.1K. The stake represents 0.04% of the portfolio and ranks #79 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SCHA as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SCHA in Q2 2013 and has held it in 36 quarters since. The position peaked at $131K in Q3 2018. 942 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

  • Capital Directions Investment Advisors held 4,892 shares of Schwab U.S Small- Cap ETF worth $99.1K as of Q4 2022.
  • Schwab U.S Small- Cap ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Schwab U.S Small- Cap ETF made up 0.04% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #79 holding.
  • Capital Directions Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 36 quarters since.
  • Capital Directions Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $131K in Q3 2018.
  • 942 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.