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DDD Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

DDD Partners’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 		– Sell
-34,222
Closed -$843K – 98
2024
Q1 		$843K Buy
34,222
+2,672
+8% +$62.6K 0.1% 56
2023
Q4 		$745K Buy
31,550
+1,916
+6% +$40.4K 0.1% 56
2023
Q3 		$597K Buy
29,634
+930
+3% +$20.4K 0.09% 61
2023
Q2 		$629K Buy
28,704
+320
+1% +$6.67K 0.09% 60
2023
Q1 		$595K Buy
28,384
+3,240
+13% +$69.6K 0.09% 55
2022
Q4 		$509K Buy
25,144
+28
+0.1% +$574 0.08% 52
2022
Q3 		$475K Buy
25,116
+1,200
+5% +$25.1K 0.09% 58
2022
Q2 		$466K Buy
23,916
+1,066
+5% +$22.8K 0.08% 56
2022
Q1 		$541K Buy
22,850
+1,278
+6% +$30.2K 0.07% 53
2021
Q4 		$552K Buy
21,572
+684
+3% +$17.7K 0.08% 59
2021
Q3 		$523K Buy
20,888
+144
+0.7% +$3.66K 0.08% 52
2021
Q2 		$540K Buy
20,744
+2,052
+11% +$52.5K 0.08% 49
2021
Q1 		$466K Sell
18,692
-6,180
-25% -$152K 0.08% 50
2020
Q4 		$553K Buy
24,872
+5,180
+26% +$103K 0.11% 42
2020
Q3 		$336K Buy
19,692
+100
+0.5% +$1.72K 0.09% 37
2020
Q2 		$320K Sell
19,592
-892
-4% -$13.4K 0.09% 33
2020
Q1 		$264K Buy
20,484
+4,216
+26% +$71.7K 0.09% 40
2019
Q4 		$308K Buy
16,268
+1,140
+8% +$20.6K 0.09% 42
2019
Q3 		$264K Buy
15,128
+376
+3% +$6.64K 0.08% 43
2019
Q2 		$264K Buy
14,752
+244
+2% +$4.32K 0.08% 45
2019
Q1 		$254K Buy
14,508
+444
+3% +$7.6K 0.09% 41
2018
Q4 		$213K Buy
14,064
+312
+2% +$5.27K 0.08% 51
2018
Q3 		$262K Buy
+13,752
New +$262K 0.09% 48

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DDD Partners's SCHA Position: Q2 2024 in Review

DDD Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 34,222 shares — an estimated $843K sold.

DDD Partners first reported a position in SCHA in Q3 2018 and held it in 23 quarters. The position peaked at $843K in Q1 2024. 1,050 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • DDD Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • DDD Partners sold 34,222 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $843K.
  • DDD Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 23 quarters.
  • DDD Partners's Schwab U.S Small- Cap ETF position peaked at $843K in Q1 2024.
  • 1,050 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on DDD Partners's 13F filing for Q2 2024, filed 1 Aug 2024.