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

Cetera Advisors’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
Q1 		$4.57M Buy
185,422
+25,498
+16% +$597K 0.04% 493
2023
Q4 		$3.78M Buy
159,924
+30,184
+23% +$636K 0.05% 344
2023
Q3 		$2.69M Buy
129,740
+60,102
+86% +$1.32M 0.04% 382
2023
Q2 		$1.53M Buy
69,638
+1,528
+2% +$31.8K 0.02% 560
2023
Q1 		$1.43M Buy
68,110
+6,818
+11% +$147K 0.02% 563
2022
Q4 		$1.24M Buy
61,292
+12,524
+26% +$257K 0.02% 585
2022
Q3 		$922K Buy
48,768
+6,322
+15% +$132K 0.02% 562
2022
Q2 		$827K Sell
42,446
-1,678
-4% -$35.9K 0.02% 638
2022
Q1 		$1.04M Sell
44,124
-980
-2% -$23.1K 0.02% 591
2021
Q4 		$1.16M Buy
45,104
+9,296
+26% +$241K 0.02% 550
2021
Q3 		$896K Buy
35,808
+228
+0.6% +$5.79K 0.02% 647
2021
Q2 		$927K Buy
35,580
+12,628
+55% +$323K 0.02% 572
2021
Q1 		$572K Buy
22,952
+9,168
+67% +$225K 0.02% 686
2020
Q4 		$307K Buy
+13,784
New +$274K 0.01% 821
2020
Q1 		– Sell
-13,064
Closed -$249K – 939
2019
Q4 		$249K Buy
+13,064
New +$236K 0.01% 787
2019
Q2 		– Sell
-7,252
Closed -$127K – 1221
2019
Q1 		$127K Buy
+7,252
New +$124K 0.01% 861
2018
Q4 		– Sell
-19,256
Closed -$369K – 950
2018
Q3 		$369K Buy
19,256
+3,072
+19% +$58.6K 0.02% 661
2018
Q2 		$297K Buy
16,184
+820
+5% +$14.8K 0.02% 678
2018
Q1 		$268K Buy
15,364
+748
+5% +$13.2K 0.02% 647
2017
Q4 		$255K Hold
14,616
– – 0.02% 636
2017
Q3 		$246K Buy
14,616
+152
+1% +$2.44K 0.01% 680
2017
Q2 		$230K Buy
14,464
+384
+3% +$6.07K 0.01% 690
2017
Q1 		$221K Buy
+14,080
New +$221K 0.01% 674
2016
Q3 		– Sell
-41,596
Closed -$561K – 812
2016
Q2 		$561K Buy
41,596
+12,752
+44% +$169K 0.04% 394
2016
Q1 		$376K Buy
+28,844
New +$349K 0.03% 470

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cetera Advisors's SCHA Position: Q1 2024 in Review

Cetera Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q1 2024, buying an estimated $597K and bringing the position to 185,422 shares worth $4.57M. The position accounts for 0.04% of the portfolio, ranked #493.

Cetera Advisors first reported a position in SCHA in Q1 2016 and has held it in 25 quarters since. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • Cetera Advisors held 185,422 shares of Schwab U.S Small- Cap ETF worth $4.57M as of Q1 2024.
  • Cetera Advisors bought 25,498 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $597K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #493 holding.
  • Cetera Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2016 and has held it in 25 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

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