Eaton Vance Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Eaton Vance 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	$579K	Sell	30,630 -406	-1%	-$8.49K	﹤0.01%	1319
2022 Q2	$605K	Hold	31,036	–	–	﹤0.01%	1337
2022 Q1	$735K	Buy	31,036 +28,356	+1,058%	+$669K	﹤0.01%	1434
2021 Q4	$68K	Buy	+2,680	New	+$69.3K	﹤0.01%	1981
2021 Q3	–	Sell	-1,948	Closed	-$51K	–	2582
2021 Q2	$51K	Hold	1,948	–	–	﹤0.01%	2148
2021 Q1	$48K	Sell	1,948 -10,332	-84%	-$254K	﹤0.01%	1807
2020 Q4	$274K	Buy	+12,280	New	+$245K	﹤0.01%	1351

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

Eaton Vance Management's SCHA Position: Q3 2022 in Review

Eaton Vance Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q3 2022, selling an estimated $8.49K and leaving 30,630 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Eaton Vance Management first reported a position in SCHA in Q4 2020 and has held it in 7 quarters since. The position peaked at $735K in Q1 2022. 867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

Eaton Vance Management held 30,630 shares of Schwab U.S Small- Cap ETF worth $579K as of Q3 2022.
Eaton Vance Management sold 406 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $8.49K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1319 holding.
Eaton Vance Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 7 quarters since.
Eaton Vance Management's Schwab U.S Small- Cap ETF position peaked at $735K in Q1 2022.
867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.