Endurance Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Endurance Wealth 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
2023 Q2	$4K	Hold	190	–	–	﹤0.01%	559
2023 Q1	$4K	Hold	190	–	–	﹤0.01%	563
2022 Q4	$4K	Buy	+190	New	+$3.89K	﹤0.01%	544

Other funds holding SCHA

CSIA

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Endurance Wealth Management's SCHA Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2023 at 190 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Endurance Wealth Management first reported a position in SCHA in Q4 2022 and has held it in 3 quarters since. 960 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Endurance Wealth Management held 190 shares of Schwab U.S Small- Cap ETF worth $4K as of Q2 2023.
Endurance Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2023.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #559 holding.
Endurance Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 3 quarters since.
960 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.