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D'Orazio & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

D'Orazio & Associates’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
-1,932
Closed -$48K – 586
2021
Q3 		$48K Buy
+1,932
New +$49.1K 0.01% 208
2021
Q2 		– Sell
-60
Closed -$1K – 415
2021
Q1 		$1K Buy
+60
New +$1.48K ﹤0.01% 363
2017
Q3 		– Sell
-88
Closed -$1K – 316
2017
Q2 		$1K Buy
+88
New +$1.39K ﹤0.01% 318

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

D'Orazio & Associates's SCHA Position: Q4 2021 in Review

D'Orazio & Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 1,932 shares — an estimated $48K sold.

D'Orazio & Associates first reported a position in SCHA in Q2 2017 and held it in 3 quarters. The position peaked at $48K in Q3 2021. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • D'Orazio & Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 1,932 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $48K.
  • D'Orazio & Associates first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and held it in 3 quarters.
  • D'Orazio & Associates's Schwab U.S Small- Cap ETF position peaked at $48K in Q3 2021.
  • 950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.