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

Choate Investment 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
2021
Q3 		– Sell
-1,260
Closed -$33K – 332
2021
Q2 		$33K Buy
+1,260
New +$32.2K ﹤0.01% 304

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Choate Investment Advisors's SCHA Position: Q3 2021 in Review

Choate Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 1,260 shares — an estimated $33K sold.

Choate Investment Advisors first reported a position in SCHA in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 837 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

  • Choate Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 1,260 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $33K.
  • Choate Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $33K in Q2 2021.
  • 837 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.