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Cypress Point Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cypress Point Wealth Management’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
2021
Q4 		– Sell
-100
Closed -$3K – 128
2021
Q3 		$3K Buy
+100
New +$2.54K ﹤0.01% 134

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cypress Point Wealth Management's SCHA Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 100 shares — an estimated $3K sold.

Cypress Point Wealth Management first reported a position in SCHA in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 100 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $3K.
  • Cypress Point Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Schwab U.S Small- Cap ETF position peaked at $3K in Q3 2021.
  • 950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.