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Cassady Schiller Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cassady Schiller Wealth Management’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 		$27.3K Sell
1,055
-137
-11% -$3.65K 0.01% 256
2024
Q3 		$30.7K Buy
1,192
+12
+1% +$298 0.01% 238
2024
Q2 		$28K Sell
1,180
-680
-37% -$16.1K 0.01% 244
2024
Q1 		$45.8K Buy
1,860
+680
+58% +$15.9K 0.02% 217
2023
Q4 		$27.9K Sell
1,180
-32
-3% -$674 0.01% 252
2023
Q3 		$25.1K Sell
1,212
-236
-16% -$5.18K 0.01% 257
2023
Q2 		$31.7K Sell
1,448
-410
-22% -$8.55K 0.02% 238
2023
Q1 		$38.9K Buy
1,858
+30
+2% +$645 0.02% 220
2022
Q4 		$37K Buy
+1,828
New +$37.5K 0.02% 219
2022
Q1 		– Sell
-1,032
Closed -$26K – 503
2021
Q4 		$26K Buy
+1,032
New +$26.7K 0.02% 252

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

Cassady Schiller Wealth Management's SCHA Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q4 2024, selling an estimated $3.65K and leaving 1,055 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #256.

Cassady Schiller Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 10 quarters since. The position peaked at $45.8K in Q1 2024. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Cassady Schiller Wealth Management held 1,055 shares of Schwab U.S Small- Cap ETF worth $27.3K as of Q4 2024.
  • Cassady Schiller Wealth Management sold 137 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $3.65K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #256 holding.
  • Cassady Schiller Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Schwab U.S Small- Cap ETF position peaked at $45.8K in Q1 2024.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.