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Custom Portfolio Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Custom Portfolio 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
2024
Q2 		$5.9K Hold
280
– – ﹤0.01% 187
2024
Q1 		$6.11K Hold
280
– – 0.01% 186
2023
Q4 		$5.86K Buy
+280
New +$5.9K 0.01% 180

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Custom Portfolio Group's SCHA Position: Q2 2024 in Review

Custom Portfolio Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2024 at 280 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Custom Portfolio Group first reported a position in SCHA in Q4 2023 and has held it in 3 quarters since. The position peaked at $6.11K in Q1 2024. 1,052 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Custom Portfolio Group held 280 shares of Schwab U.S Small- Cap ETF worth $5.9K as of Q2 2024.
  • Custom Portfolio Group left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2024.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #187 holding.
  • Custom Portfolio Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Schwab U.S Small- Cap ETF position peaked at $6.11K in Q1 2024.
  • 1,052 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.