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Emery Howard Portfolio Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Emery Howard Portfolio 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
2021
Q4 		$13M Sell
508,772
-5,856
-1% -$152K 1.68% 14
2021
Q3 		$12.9M Sell
514,628
-16,468
-3% -$418K 1.89% 14
2021
Q2 		$13.8M Sell
531,096
-62,944
-11% -$1.61M 2.04% 14
2021
Q1 		$14.8M Sell
594,040
-27,500
-4% -$676K 2.39% 13
2020
Q4 		$13.8M Sell
621,540
-17,384
-3% -$346K 2.38% 13
2020
Q3 		$10.9M Sell
638,924
-6,760
-1% -$116K 2.18% 14
2020
Q2 		$10.5M Sell
645,684
-105,660
-14% -$1.58M 2.26% 14
2020
Q1 		$9.68M Buy
751,344
+36,184
+5% +$615K 2.36% 12
2019
Q4 		$13.5M Buy
715,160
+2,148
+0.3% +$38.9K 2.52% 12
2019
Q3 		$12.4M Sell
713,012
-1,420
-0.2% -$25.1K 2.52% 12
2019
Q2 		$12.8M Buy
714,432
+3,728
+0.5% +$65.9K 2.58% 12
2019
Q1 		$12.4M Buy
710,704
+5,616
+0.8% +$96.1K 2.59% 12
2018
Q4 		$10.7M Buy
705,088
+180,244
+34% +$3.05M 2.52% 12
2018
Q3 		$9.99M Buy
524,844
+29,064
+6% +$554K 2.05% 13
2018
Q2 		$9.12M Sell
495,780
-2,604
-0.5% -$47.1K 1.95% 13
2018
Q1 		$8.61M Buy
498,384
+12,784
+3% +$225K 1.86% 13
2017
Q4 		$8.47M Buy
485,600
+760
+0.2% +$13K 1.81% 13
2017
Q3 		$8.17M Buy
484,840
+7,820
+2% +$126K 1.81% 13
2017
Q2 		$7.62M Buy
477,020
+23,384
+5% +$369K 1.66% 14
2017
Q1 		$7.14M Buy
453,636
+20,108
+5% +$315K 1.62% 15
2016
Q4 		$6.66M Buy
433,528
+13,360
+3% +$196K 1.57% 16
2016
Q3 		$6.04M Buy
420,168
+8,448
+2% +$120K 1.44% 15
2016
Q2 		$5.56M Buy
411,720
+17,640
+4% +$234K 1.39% 15
2016
Q1 		$5.13M Buy
394,080
+67,824
+21% +$822K 1.3% 16
2015
Q4 		$4.25M Buy
326,256
+35,540
+12% +$474K 1.1% 18
2015
Q3 		$3.69M Buy
290,716
+39,316
+16% +$541K 1.01% 18
2015
Q2 		$3.61M Buy
251,400
+13,028
+5% +$189K 0.93% 16
2015
Q1 		$3.43M Buy
238,372
+38,568
+19% +$539K 0.88% 18
2014
Q4 		$2.75M Buy
199,804
+89,112
+81% +$1.18M 0.8% 16
2014
Q3 		$1.42M Buy
110,692
+26,864
+32% +$359K 0.45% 17
2014
Q2 		$1.15M Buy
83,828
+26,572
+46% +$350K 0.35% 20
2014
Q1 		$767K Buy
57,256
+9,828
+21% +$130K 0.25% 21
2013
Q4 		$622K Sell
47,428
-1,200
-2% -$15.1K 0.21% 24
2013
Q3 		$586K Buy
48,628
+15,212
+46% +$179K 0.22% 24
2013
Q2 		$368K Buy
+33,416
New +$362K 0.14% 25

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

Emery Howard Portfolio Management's SCHA Position: Q4 2021 in Review

Emery Howard Portfolio Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q4 2021, selling an estimated $152K and leaving 508,772 shares worth $13M. The position accounts for 1.68% of the portfolio, ranked #14.

Emery Howard Portfolio Management first reported a position in SCHA in Q2 2013 and has held it in 35 quarters since. The position peaked at $14.8M in Q1 2021. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • Emery Howard Portfolio Management held 508,772 shares of Schwab U.S Small- Cap ETF worth $13M as of Q4 2021.
  • Emery Howard Portfolio Management sold 5,856 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $152K.
  • Schwab U.S Small- Cap ETF made up 1.68% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #14 holding.
  • Emery Howard Portfolio Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 35 quarters since.
  • Emery Howard Portfolio Management's Schwab U.S Small- Cap ETF position peaked at $14.8M in Q1 2021.
  • 950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.