Comprehensive Financial Consultants Institutional’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Comprehensive Financial Consultants Institutional’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	-304	Closed	-$7K	–	424
2021 Q4	$7K	Buy	+304	New	+$7.87K	﹤0.01%	373

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

Comprehensive Financial Consultants Institutional's SCHA Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 304 shares — an estimated $7K sold.

Comprehensive Financial Consultants Institutional first reported a position in SCHA in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 304 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $7K.
Comprehensive Financial Consultants Institutional first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Schwab U.S Small- Cap ETF position peaked at $7K in Q4 2021.
940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.