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Edge Capital Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Edge Capital Group’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 		$316K Sell
9,134
-2,400
-21% -$63.9K 0.01% 258
2024
Q3 		$297K Hold
11,534
– – 0.01% 266
2024
Q2 		$274K Hold
11,534
– – 0.01% 273
2024
Q1 		$284K Hold
11,534
– – 0.01% 266
2023
Q4 		$272K Sell
11,534
-2,110
-15% -$44.5K 0.02% 263
2023
Q3 		$283K Sell
13,644
-3,236
-19% -$71K 0.02% 238
2023
Q2 		$370K Buy
+16,880
New +$352K 0.02% 239
2022
Q2 		– Sell
-8,818
Closed -$209K – 365
2022
Q1 		$209K Buy
8,818
+42
+0.5% +$991 0.01% 278
2021
Q4 		$225K Buy
8,776
+20
+0.2% +$517 0.02% 258
2021
Q3 		$219K Buy
8,756
+12
+0.1% +$305 0.02% 256
2021
Q2 		$228K Buy
8,744
+8
+0.1% +$205 0.02% 248
2021
Q1 		$218K Sell
8,736
-1,192
-12% -$29.3K 0.02% 260
2020
Q4 		$221K Buy
+9,928
New +$198K 0.02% 240
2020
Q1 		– Sell
-54,176
Closed -$1.02M – 234
2019
Q4 		$1.02M Buy
54,176
+32
+0.1% +$579 0.1% 124
2019
Q3 		$944K Buy
54,144
+16
+0% +$283 0.1% 126
2019
Q2 		$967K Hold
54,128
– – 0.09% 130
2019
Q1 		$946K Buy
54,128
+8
+0% +$137 0.09% 124
2018
Q4 		$821K Buy
+54,120
New +$915K 0.09% 118

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Capital Group's SCHA Position: Q4 2024 in Review

Edge Capital Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 21% in Q4 2024, selling an estimated $63.9K and leaving 9,134 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #258.

Edge Capital Group first reported a position in SCHA in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.02M in Q4 2019. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Edge Capital Group held 9,134 shares of Schwab U.S Small- Cap ETF worth $316K as of Q4 2024.
  • Edge Capital Group sold 2,400 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $63.9K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #258 holding.
  • Edge Capital Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 18 quarters since.
  • Edge Capital Group's Schwab U.S Small- Cap ETF position peaked at $1.02M in Q4 2019.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.