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

Dechtman 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
2024 Q4	$584K	Sell	22,582 -116	-0.5%	-$3.09K	0.11%	33
2024 Q3	$584K	Buy	22,698 +154	+0.7%	+$3.82K	0.12%	34
2024 Q2	$535K	Hold	22,544	–	–	0.12%	32
2024 Q1	$555K	Sell	22,544 -9,358	-29%	-$219K	0.13%	34
2023 Q4	$753K	Buy	31,902 +168	+0.5%	+$3.54K	0.2%	22
2023 Q3	$657K	Buy	31,734 +120	+0.4%	+$2.63K	0.19%	21
2023 Q2	$692K	Buy	+31,614	New	+$659K	0.21%	19

Other funds holding SCHA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dechtman Wealth Management's SCHA Position: Q4 2024 in Review

Dechtman Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.51% in Q4 2024, selling an estimated $3.09K and leaving 22,582 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #33.

Dechtman Wealth Management first reported a position in SCHA in Q2 2023 and has held it in 7 quarters since. The position peaked at $753K in Q4 2023. 1,169 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

Dechtman Wealth Management held 22,582 shares of Schwab U.S Small- Cap ETF worth $584K as of Q4 2024.
Dechtman Wealth Management sold 116 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $3.09K.
Schwab U.S Small- Cap ETF made up 0.11% of Dechtman Wealth Management's portfolio in Q4 2024, its #33 holding.
Dechtman Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's Schwab U.S Small- Cap ETF position peaked at $753K in Q4 2023.
1,169 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.