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

Criterion 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
2024
Q4 		$410K Sell
8,637
-8,637
-50% -$230K 0.26% 59
2024
Q3 		$410K Hold
17,274
– – 0.26% 59
2024
Q2 		$410K Sell
17,274
-830
-5% -$19.7K 0.26% 59
2024
Q1 		$446K Sell
18,104
-94
-0.5% -$2.2K 0.3% 56
2023
Q4 		$430K Buy
+18,198
New +$384K 0.31% 57

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Criterion Capital Advisors's SCHA Position: Q4 2024 in Review

Criterion Capital Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 50% in Q4 2024, selling an estimated $230K and leaving 8,637 shares worth $410K. The position accounts for 0.26% of the portfolio, ranked #59.

Criterion Capital Advisors first reported a position in SCHA in Q4 2023 and has held it in 5 quarters since. The position peaked at $446K in Q1 2024. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Criterion Capital Advisors held 8,637 shares of Schwab U.S Small- Cap ETF worth $410K as of Q4 2024.
  • Criterion Capital Advisors sold 8,637 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $230K.
  • Schwab U.S Small- Cap ETF made up 0.26% of Criterion Capital Advisors's portfolio in Q4 2024, its #59 holding.
  • Criterion Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $446K in Q1 2024.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.