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

Capital Performance 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 		– Sell
-1,296
Closed -$33.4K – 2205
2024
Q3 		$33.4K Buy
+1,296
New +$32.2K 0.01% 455

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

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

Capital Performance Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 1,296 shares — an estimated $33.4K sold.

Capital Performance Advisors first reported a position in SCHA in Q3 2024 and held it in 1 quarter. The position peaked at $33.4K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,296 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $33.4K.
  • Capital Performance Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Schwab U.S Small- Cap ETF position peaked at $33.4K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.