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

Column Capital 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
2023 Q3	$250K	Hold	12,094	–	–	0.04%	128
2023 Q2	$265K	Hold	12,094	–	–	0.04%	120
2023 Q1	$254K	Buy	12,094 +8,506	+237%	+$183K	0.04%	116
2022 Q4	$72.7K	Hold	3,588	–	–	0.01%	248
2022 Q3	$68K	Hold	3,588	–	–	0.01%	236
2022 Q2	$70K	Hold	3,588	–	–	0.01%	232
2022 Q1	$85K	Hold	3,588	–	–	0.02%	224
2021 Q4	$92K	Hold	3,588	–	–	0.02%	213
2021 Q3	$90K	Hold	3,588	–	–	0.02%	197
2021 Q2	$93K	Hold	3,588	–	–	0.02%	192
2021 Q1	$89K	Hold	3,588	–	–	0.02%	191
2020 Q4	$80K	Hold	3,588	–	–	0.02%	201
2020 Q3	$61K	Sell	3,588 -1,044	-23%	-$18K	0.02%	220
2020 Q2	$75K	Hold	4,632	–	–	0.03%	189
2020 Q1	$60K	Hold	4,632	–	–	0.02%	176
2019 Q4	$87K	Buy	+4,632	New	+$83.8K	0.04%	163

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 $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Column Capital Advisors's SCHA Position: Q3 2023 in Review

Column Capital Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2023 at 12,094 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #128.

Column Capital Advisors first reported a position in SCHA in Q4 2019 and has held it in 16 quarters since. The position peaked at $265K in Q2 2023. 944 funds tracked by Wall St. Rank hold SCHA as of Q3 2023.

Column Capital Advisors held 12,094 shares of Schwab U.S Small- Cap ETF worth $250K as of Q3 2023.
Column Capital Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2023.
Schwab U.S Small- Cap ETF made up 0.04% of Column Capital Advisors's portfolio in Q3 2023, its #128 holding.
Column Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $265K in Q2 2023.
944 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.