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Field & Main Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Field & Main Bank’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 		– Sell
-124
Closed -$2.6K – 259
2023
Q1 		$2.6K Hold
124
– – ﹤0.01% 250
2022
Q4 		$2.51K Buy
+124
New +$2.54K ﹤0.01% 257

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Field & Main Bank's SCHA Position: Q2 2023 in Review

Field & Main Bank sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 124 shares — an estimated $2.6K sold.

Field & Main Bank first reported a position in SCHA in Q4 2022 and held it in 2 quarters. The position peaked at $2.6K in Q1 2023. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

  • Field & Main Bank reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Field & Main Bank sold 124 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $2.6K.
  • Field & Main Bank first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 2 quarters.
  • Field & Main Bank's Schwab U.S Small- Cap ETF position peaked at $2.6K in Q1 2023.
  • 957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Field & Main Bank's 13F filing for Q2 2023, filed 26 Jul 2023.