Cetera Advisor Networks’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$11.5M Buy
468,352
+47,298
+11% +$1.11M 0.06% 343
2023
Q4
$9.95M Buy
421,054
+69,130
+20% +$1.46M 0.06% 347
2023
Q3
$7.29M Buy
351,924
+27,750
+9% +$609K 0.05% 392
2023
Q2
$7.1M Buy
324,174
+45,848
+16% +$956K 0.05% 375
2023
Q1
$5.84M Buy
278,326
+26,900
+11% +$578K 0.04% 422
2022
Q4
$5.09M Sell
251,426
-26,968
-10% -$553K 0.04% 454
2022
Q3
$5.26M Buy
278,394
+16,968
+6% +$355K 0.07% 312
2022
Q2
$5.1M Buy
261,426
+16,086
+7% +$344K 0.07% 308
2022
Q1
$5.81M Buy
245,340
+3,660
+2% +$86.4K 0.07% 281
2021
Q4
$6.19M Buy
241,680
+19,652
+9% +$508K 0.08% 268
2021
Q3
$5.56M Buy
222,028
+17,020
+8% +$432K 0.08% 267
2021
Q2
$5.34M Buy
205,008
+7,044
+4% +$180K 0.08% 269
2021
Q1
$4.93M Buy
197,964
+100,444
+103% +$2.47M 0.1% 193
2020
Q4
$2.17M Buy
97,520
+14,240
+17% +$284K 0.05% 319
2020
Q3
$1.42M Buy
83,280
+316
+0.4% +$5.44K 0.04% 380
2020
Q2
$1.35M Buy
82,964
+13,560
+20% +$203K 0.04% 386
2020
Q1
$894K Sell
69,404
-11,980
-15% -$204K 0.03% 434
2019
Q4
$1.54M Sell
81,384
-12,172
-13% -$220K 0.04% 363
2019
Q3
$1.63M Buy
93,556
+12,368
+15% +$218K 0.05% 314
2019
Q2
$1.46M Buy
81,188
+9,180
+13% +$162K 0.04% 334
2019
Q1
$1.26M Buy
72,008
+8,808
+14% +$151K 0.04% 357
2018
Q4
$965K Sell
63,200
-92
-0.1% -$1.55K 0.04% 382
2018
Q3
$1.21M Buy
63,292
+11,396
+22% +$217K 0.04% 346
2018
Q2
$958K Sell
51,896
-2,724
-5% -$49.3K 0.05% 306
2018
Q1
$944K Buy
54,620
+27,928
+105% +$492K 0.04% 334
2017
Q4
$467K Buy
26,692
+532
+2% +$9.11K 0.02% 596
2017
Q3
$440K Buy
26,160
+1,444
+6% +$23.2K 0.02% 557
2017
Q2
$395K Buy
24,716
+672
+3% +$10.6K 0.02% 603
2017
Q1
$380K Buy
24,044
+6,280
+35% +$98.4K 0.02% 612
2016
Q4
$274K Sell
17,764
-4,064
-19% -$59.8K 0.01% 682
2016
Q3
$314K Buy
21,828
+5,668
+35% +$80.4K 0.01% 750
2016
Q2
$217K Sell
16,160
-11,284
-41% -$150K 0.01% 740
2016
Q1
$357K Buy
27,444
+6,240
+29% +$75.6K 0.02% 547
2015
Q4
$276K Buy
21,204
+1,468
+7% +$19.6K 0.02% 632
2015
Q3
$249K Buy
+19,736
New +$272K 0.02% 648

Other funds holding SCHA

Cetera Advisor Networks's SCHA Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q1 2024, buying an estimated $1.11M and bringing the position to 468,352 shares worth $11.5M. The position accounts for 0.06% of the portfolio, ranked #343.

Cetera Advisor Networks first reported a position in SCHA in Q3 2015 and has held it in 35 quarters since. 1,048 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • Cetera Advisor Networks held 468,352 shares of Schwab U.S Small- Cap ETF worth $11.5M as of Q1 2024.
  • Cetera Advisor Networks bought 47,298 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $1.11M.
  • Schwab U.S Small- Cap ETF made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #343 holding.
  • Cetera Advisor Networks first reported a position in Schwab U.S Small- Cap ETF in Q3 2015 and has held it in 35 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.