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CKW Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CKW Financial Group’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
-352
Closed -$9K – 241
2021
Q2 		$9K Buy
+352
New +$9K ﹤0.01% 201

Other funds holding SCHA

CSIA
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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

CKW Financial Group's SCHA Position: Q3 2021 in Review

CKW Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 352 shares — an estimated $9K sold.

CKW Financial Group first reported a position in SCHA in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 837 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

  • CKW Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
  • CKW Financial Group sold 352 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $9K.
  • CKW Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 1 quarter.
  • CKW Financial Group's Schwab U.S Small- Cap ETF position peaked at $9K in Q2 2021.
  • 837 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on CKW Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.