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Carmichael Hill & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Carmichael Hill & Associates’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 		$3.38M Buy
131,332
+1,398
+1% +$34.7K 1.2% 18
2024
Q2 		$3.08M Sell
129,934
-28
-0% -$664 1.21% 19
2024
Q1 		$3.2M Sell
129,962
-334
-0.3% -$7.83K 1.27% 17
2023
Q4 		$3.08M Buy
130,296
+9,230
+8% +$195K 1.27% 17
2023
Q3 		$2.51M Buy
121,066
+4,574
+4% +$100K 1.15% 20
2023
Q2 		$2.55M Sell
116,492
-3,368
-3% -$70.2K 1.14% 21
2023
Q1 		$2.51M Sell
119,860
-190
-0.2% -$4.08K 1.21% 18
2022
Q4 		$2.43M Sell
120,050
-2,372
-2% -$48.6K 1.25% 19
2022
Q3 		$2.31M Buy
122,422
+1,620
+1% +$33.9K 1.25% 18
2022
Q2 		$2.35M Buy
120,802
+2,222
+2% +$47.5K 1.24% 17
2022
Q1 		$2.81M Buy
118,580
+60
+0.1% +$1.42K 1.29% 13
2021
Q4 		$3.03M Sell
118,520
-1,416
-1% -$36.6K 1.36% 12
2021
Q3 		$3M Buy
119,936
+2,428
+2% +$61.7K 1.49% 11
2021
Q2 		$3.06M Sell
117,508
-1,216
-1% -$31.1K 1.55% 11
2021
Q1 		$2.96M Sell
118,724
-1,116
-0.9% -$27.4K 1.63% 10
2020
Q4 		$2.67M Sell
119,840
-392
-0.3% -$7.8K 1.57% 9
2020
Q3 		$2.05M Buy
120,232
+1,276
+1% +$22K 1.37% 15
2020
Q2 		$1.94M Sell
118,956
-2,540
-2% -$38K 1.43% 13
2020
Q1 		$1.56M Sell
121,496
-2,024
-2% -$34.4K 1.37% 15
2019
Q4 		$2.34M Buy
123,520
+5,932
+5% +$107K 1.66% 10
2019
Q3 		$2.05M Sell
117,588
-3,116
-3% -$55K 2.02% 11
2019
Q2 		$2.16M Buy
120,704
+7,284
+6% +$129K 2.14% 10
2019
Q1 		$1.98M Sell
113,420
-440
-0.4% -$7.53K 2.05% 10
2018
Q4 		$1.73M Buy
113,860
+1,028
+0.9% +$17.4K 1.97% 12
2018
Q3 		$2.15M Buy
112,832
+4,620
+4% +$88.1K 2.08% 10
2018
Q2 		$1.99M Buy
108,212
+4,932
+5% +$89.2K 2.14% 8
2018
Q1 		$1.78M Buy
103,280
+1,284
+1% +$22.6K 1.95% 9
2017
Q4 		$1.78M Buy
+101,996
New +$1.75M 1.95% 9

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

Carmichael Hill & Associates's SCHA Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q3 2024, buying an estimated $34.7K and bringing the position to 131,332 shares worth $3.38M. The position accounts for 1.2% of the portfolio, ranked #18.

Carmichael Hill & Associates first reported a position in SCHA in Q4 2017 and has held it in 28 quarters since. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Carmichael Hill & Associates held 131,332 shares of Schwab U.S Small- Cap ETF worth $3.38M as of Q3 2024.
  • Carmichael Hill & Associates bought 1,398 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $34.7K.
  • Schwab U.S Small- Cap ETF made up 1.2% of Carmichael Hill & Associates's portfolio in Q3 2024, its #18 holding.
  • Carmichael Hill & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.