Certified Advisory Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-2,276	Closed	-$57K	–	627
2021 Q1	$57K	Buy	+2,276	New	+$56K	0.01%	329
2020 Q2	$27K	Hold	1,672	–	–	0.01%	393
2020 Q1	$22K	Sell	1,672 -120	-7%	-$2.04K	0.01%	398
2019 Q4	$34K	Buy	1,792 +448	+33%	+$8.11K	0.01%	375
2019 Q3	$23K	Buy	1,344 +8	+0.6%	+$141	0.01%	462
2019 Q2	$24K	Hold	1,336	–	–	0.01%	450
2019 Q1	$23K	Buy	1,336 +4	+0.3%	+$68	0.01%	423
2018 Q4	$20K	Buy	1,332 +8	+0.6%	+$135	0.01%	432
2018 Q3	$25K	Buy	1,324 +4	+0.3%	+$76	0.01%	407
2018 Q2	$24K	Buy	+1,320	New	+$23.9K	0.01%	393

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Certified Advisory Corp's SCHA Position: Q2 2021 in Review

Certified Advisory Corp sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2021, closing a stake of 2,276 shares — an estimated $57K sold.

Certified Advisory Corp first reported a position in SCHA in Q2 2018 and held it in 10 quarters. The position peaked at $57K in Q1 2021. 838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

Certified Advisory Corp reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 2,276 Schwab U.S Small- Cap ETF shares in Q2 2021, an estimated $57K.
Certified Advisory Corp first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 10 quarters.
Certified Advisory Corp's Schwab U.S Small- Cap ETF position peaked at $57K in Q1 2021.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.