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Financial Advocates Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Financial Advocates Investment 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
2022
Q2 		– Sell
-30,112
Closed -$713K – 775
2022
Q1 		$713K Sell
30,112
-138,176
-82% -$3.26M 0.05% 366
2021
Q4 		$3.24M Buy
168,288
+136,796
+434% +$3.54M 0.2% 118
2021
Q3 		$788K Buy
+31,492
New +$800K 0.05% 368
2021
Q2 		– Sell
-33,296
Closed -$851K – 824
2021
Q1 		$829K Sell
33,296
-5,880
-15% -$145K 0.06% 367
2020
Q4 		$788K Buy
39,176
+6,664
+20% +$133K 0.05% 354
2020
Q3 		$556K Buy
32,512
+288
+0.9% +$4.96K 0.05% 355
2020
Q2 		$526K Buy
32,224
+3,524
+12% +$52.8K 0.05% 350
2020
Q1 		$370K Sell
28,700
-10,760
-27% -$183K 0.05% 320
2019
Q4 		$746K Buy
39,460
+2,272
+6% +$41.1K 0.08% 244
2019
Q3 		$648K Sell
37,188
-74,728
-67% -$1.32M 0.07% 250
2019
Q2 		$2M Buy
111,916
+9,112
+9% +$161K 0.23% 112
2019
Q1 		$1.8M Buy
102,804
+21,228
+26% +$363K 0.22% 118
2018
Q4 		$1.24M Sell
81,576
-18,572
-19% -$314K 0.17% 141
2018
Q3 		$1.91M Buy
100,148
+14,784
+17% +$282K 0.21% 113
2018
Q2 		$1.58M Buy
85,364
+11,328
+15% +$205K 0.19% 120
2018
Q1 		$1.28M Buy
74,036
+46,184
+166% +$814K 0.17% 133
2017
Q4 		$486K Buy
+27,852
New +$477K 0.07% 259

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's SCHA Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 30,112 shares — an estimated $713K sold.

Financial Advocates Investment Management first reported a position in SCHA in Q4 2017 and held it in 17 quarters. The position peaked at $3.24M in Q4 2021. 883 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 30,112 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $713K.
  • Financial Advocates Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 17 quarters.
  • Financial Advocates Investment Management's Schwab U.S Small- Cap ETF position peaked at $3.24M in Q4 2021.
  • 883 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.