Clear Perspectives Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$25.2K	Sell	1,200 -342	-22%	-$7.35K	0.01%	99
2022 Q4	$31.2K	Buy	1,542 +342	+29%	+$7.01K	0.02%	100
2022 Q3	$23K	Hold	1,200	–	–	0.01%	119
2022 Q2	$23K	Hold	1,200	–	–	0.01%	121
2022 Q1	$28K	Sell	1,200 -56	-4%	-$1.32K	0.01%	124
2021 Q4	$32K	Sell	1,256 -2,000	-61%	-$51.7K	0.01%	124
2021 Q3	$81K	Hold	3,256	–	–	0.04%	81
2021 Q2	$85K	Hold	3,256	–	–	0.04%	79
2021 Q1	$81K	Hold	3,256	–	–	0.05%	73
2020 Q4	$72K	Buy	+3,256	New	+$64.8K	0.05%	73

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Clear Perspectives Financial Planning's SCHA Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 22% in Q1 2023, selling an estimated $7.35K and leaving 1,200 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #99.

Clear Perspectives Financial Planning first reported a position in SCHA in Q4 2020 and has held it in 10 quarters since. The position peaked at $85K in Q2 2021. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

Clear Perspectives Financial Planning held 1,200 shares of Schwab U.S Small- Cap ETF worth $25.2K as of Q1 2023.
Clear Perspectives Financial Planning sold 342 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $7.35K.
Schwab U.S Small- Cap ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #99 holding.
Clear Perspectives Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Schwab U.S Small- Cap ETF position peaked at $85K in Q2 2021.
928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.