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Financial Life Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Financial Life Advisors’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
Q3 		– Sell
-10,328
Closed -$201K – 71
2022
Q2 		$201K Sell
10,328
-7,432
-42% -$159K 0.09% 50
2022
Q1 		$421K Buy
17,760
+9,316
+110% +$220K 0.17% 37
2021
Q4 		$216K Hold
8,444
– – 0.09% 51
2021
Q3 		$211K Hold
8,444
– – 0.09% 53
2021
Q2 		$220K Sell
8,444
-1,896
-18% -$48.5K 0.09% 53
2021
Q1 		$258K Hold
10,340
– – 0.12% 46
2020
Q4 		$230K Buy
+10,340
New +$206K 0.12% 46

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Financial Life Advisors's SCHA Position: Q3 2022 in Review

Financial Life Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2022, closing a stake of 10,328 shares — an estimated $201K sold.

Financial Life Advisors first reported a position in SCHA in Q4 2020 and held it in 7 quarters. The position peaked at $421K in Q1 2022. 867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

  • Financial Life Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Life Advisors sold 10,328 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $201K.
  • Financial Life Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 7 quarters.
  • Financial Life Advisors's Schwab U.S Small- Cap ETF position peaked at $421K in Q1 2022.
  • 867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Financial Life Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.