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

Executive 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
2024
Q4 		$301K Buy
11,621
+819
+8% +$21.8K 0.02% 213
2024
Q3 		$278K Buy
+10,802
New +$268K 0.02% 226

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

Executive Wealth Management's SCHA Position: Q4 2024 in Review

Executive Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 7.6% in Q4 2024, buying an estimated $21.8K and bringing the position to 11,621 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #213.

Executive Wealth Management first reported a position in SCHA in Q3 2024 and has held it in 2 quarters since. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Executive Wealth Management held 11,621 shares of Schwab U.S Small- Cap ETF worth $301K as of Q4 2024.
  • Executive Wealth Management bought 819 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $21.8K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #213 holding.
  • Executive Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.