Elm Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Elm Advisors’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 Q1	–	Sell	-1,000	Closed	-$22K	–	218
2020 Q4	$22K	Buy	+1,000	New	+$19.9K	0.01%	199
2018 Q4	–	Sell	-1,000	Closed	-$19K	–	225
2018 Q3	$19K	Buy	+1,000	New	+$19.1K	0.01%	226

Other funds holding SCHA

CSIA

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Elm Advisors's SCHA Position: Q1 2021 in Review

Elm Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2021, closing a stake of 1,000 shares — an estimated $22K sold.

Elm Advisors first reported a position in SCHA in Q3 2018 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 818 funds tracked by Wall St. Rank hold SCHA as of Q1 2021.

Elm Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 1,000 Schwab U.S Small- Cap ETF shares in Q1 2021, an estimated $22K.
Elm Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 2 quarters.
Elm Advisors's Schwab U.S Small- Cap ETF position peaked at $22K in Q4 2020.
818 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.