Ciovacco Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ciovacco Capital 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
2022 Q1	–	Sell	-8,040	Closed	-$206K	–	29
2021 Q4	$206K	Buy	+8,040	New	+$208K	0.12%	30
2021 Q2	–	Sell	-141,708	Closed	-$3.55M	–	28
2021 Q1	$3.55M	Sell	141,708 -85,812	-38%	-$2.11M	2.88%	11
2020 Q4	$5.06M	Buy	+227,520	New	+$4.53M	4.35%	8

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

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

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

Ciovacco Capital Management's SCHA Position: Q1 2022 in Review

Ciovacco Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 8,040 shares — an estimated $206K sold.

Ciovacco Capital Management first reported a position in SCHA in Q4 2020 and held it in 3 quarters. The position peaked at $5.06M in Q4 2020. 941 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

Ciovacco Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
Ciovacco Capital Management sold 8,040 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $206K.
Ciovacco Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 3 quarters.
Ciovacco Capital Management's Schwab U.S Small- Cap ETF position peaked at $5.06M in Q4 2020.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Ciovacco Capital Management's 13F filing for Q1 2022, filed 13 May 2022.