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

EdgeRock Capital’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 Q4	–	Sell	-2,568	Closed	-$49K	–	321
2022 Q3	$49K	Buy	+2,568	New	+$53.7K	0.03%	105

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

EdgeRock Capital's SCHA Position: Q4 2022 in Review

EdgeRock Capital sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2022, closing a stake of 2,568 shares — an estimated $49K sold.

EdgeRock Capital first reported a position in SCHA in Q3 2022 and held it in 1 quarter. The position peaked at $49K in Q3 2022. 941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

EdgeRock Capital reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 2,568 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $49K.
EdgeRock Capital first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Schwab U.S Small- Cap ETF position peaked at $49K in Q3 2022.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.