Family Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Family Asset 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 Q3	$28.9K	Sell	1,122 -100	-8%	-$2.48K	0.02%	154
2024 Q2	$29K	Sell	1,222 -360	-23%	-$8.53K	0.02%	159
2024 Q1	$38.9K	Sell	1,582 -2,602	-62%	-$61K	0.02%	135
2023 Q4	$98.8K	Buy	4,184 +12	+0.3%	+$253	0.07%	118
2023 Q3	$86.4K	Sell	4,172 -1,168	-22%	-$25.6K	0.06%	115
2023 Q2	$117K	Buy	5,340 +208	+4%	+$4.33K	0.08%	120
2023 Q1	$108K	Buy	5,132 +1,150	+29%	+$24.7K	0.08%	113
2022 Q4	$80.7K	Buy	+3,982	New	+$81.6K	0.07%	107

Other funds holding SCHA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Asset Management's SCHA Position: Q3 2024 in Review

Family Asset Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8.2% in Q3 2024, selling an estimated $2.48K and leaving 1,122 shares worth $28.9K. The position accounts for 0.02% of the portfolio, ranked #154.

Family Asset Management first reported a position in SCHA in Q4 2022 and has held it in 8 quarters since. The position peaked at $117K in Q2 2023. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

Family Asset Management held 1,122 shares of Schwab U.S Small- Cap ETF worth $28.9K as of Q3 2024.
Family Asset Management sold 100 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $2.48K.
Schwab U.S Small- Cap ETF made up 0.02% of Family Asset Management's portfolio in Q3 2024, its #154 holding.
Family Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's Schwab U.S Small- Cap ETF position peaked at $117K in Q2 2023.
1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.