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Cardinal Strategic Wealth Guidance’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cardinal Strategic Wealth Guidance’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
Q3 		– Sell
-4,020
Closed -$95.4K – 69
2024
Q2 		$95.4K Buy
+4,020
New +$95.3K 0.03% 57

Other funds holding SCHA

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's SCHA Position: Q3 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 4,020 shares — an estimated $95.4K sold.

Cardinal Strategic Wealth Guidance first reported a position in SCHA in Q2 2024 and held it in 1 quarter. The position peaked at $95.4K in Q2 2024. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Cardinal Strategic Wealth Guidance reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 4,020 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $95.4K.
  • Cardinal Strategic Wealth Guidance first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's Schwab U.S Small- Cap ETF position peaked at $95.4K in Q2 2024.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2024, filed 29 Oct 2024.