Firethorn Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Firethorn Wealth Partners’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	-41,976	Closed	-$994K	–	143
2022 Q1	$994K	Sell	41,976 -6,436	-13%	-$152K	0.75%	27
2021 Q4	$1.24M	Buy	+48,412	New	+$1.25M	0.93%	20
2021 Q2	$1.12M	Buy	42,924 +5,940	+16%	+$152K	0.94%	24
2021 Q1	$922K	Buy	+36,984	New	+$910K	0.86%	28

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Firethorn Wealth Partners's SCHA Position: Q2 2022 in Review

Firethorn Wealth Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 41,976 shares — an estimated $994K sold.

Firethorn Wealth Partners first reported a position in SCHA in Q1 2021 and held it in 4 quarters. The position peaked at $1.24M in Q4 2021. 883 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Firethorn Wealth Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
Firethorn Wealth Partners sold 41,976 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $994K.
Firethorn Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 4 quarters.
Firethorn Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $1.24M in Q4 2021.
883 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Firethorn Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.