Danda Trouve Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Danda Trouve Investment 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
2022 Q3	$17K	Buy	+920	New	+$19.2K	0.03%	71
2021 Q3	–	Sell	-42,036	Closed	-$1.09M	–	188
2021 Q2	$1.09M	Sell	42,036 -92	-0.2%	-$2.35K	1.3%	28
2021 Q1	$1.05M	Buy	42,128 +42,100	+150,357%	+$1.04M	1.29%	29
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	165
2020 Q3	$0	Hold	28	–	–	﹤0.01%	169
2020 Q2	$0	Sell	28 -908	-97%	-$13.6K	﹤0.01%	175
2020 Q1	$12K	Buy	936 +4	+0.4%	+$68	0.02%	89
2019 Q4	$18K	Buy	+932	New	+$16.9K	0.03%	90

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Danda Trouve Investment Management's SCHA Position: Q3 2022 in Review

Danda Trouve Investment Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2022: 920 shares worth $17K. The stake represents 0.03% of the portfolio and ranks #71 among its holdings. This is a return to the name: Danda Trouve Investment Management previously reported a position in SCHA as recently as Q2 2021.

Danda Trouve Investment Management first reported a position in SCHA in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2021. 867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

Danda Trouve Investment Management held 920 shares of Schwab U.S Small- Cap ETF worth $17K as of Q3 2022.
Schwab U.S Small- Cap ETF was a new Danda Trouve Investment Management position in Q3 2022.
Schwab U.S Small- Cap ETF made up 0.03% of Danda Trouve Investment Management's portfolio in Q3 2022, its #71 holding.
Danda Trouve Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 8 quarters since.
Danda Trouve Investment Management's Schwab U.S Small- Cap ETF position peaked at $1.09M in Q2 2021.
867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.