First Capital Advisors Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Capital Advisors Group’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	$23.5K	Hold	1,072	–	–	0.01%	397
2023 Q1	$22.5K	Hold	1,072	–	–	0.01%	180
2022 Q4	$21.7K	Buy	+1,072	New	+$22K	0.01%	191
2018 Q2	–	Sell	-3,392	Closed	-$59K	–	652
2018 Q1	$59K	Buy	+3,392	New	+$59.8K	0.03%	252
2017 Q2	–	Sell	-17,864	Closed	-$281K	–	145
2017 Q1	$281K	Buy	+17,864	New	+$280K	0.21%	115

Other funds holding SCHA

CSIA

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

First Capital Advisors Group's SCHA Position: Q2 2023 in Review

First Capital Advisors Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2023 at 1,072 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #397.

First Capital Advisors Group first reported a position in SCHA in Q1 2017 and has held it in 5 quarters since. The position peaked at $281K in Q1 2017. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

First Capital Advisors Group held 1,072 shares of Schwab U.S Small- Cap ETF worth $23.5K as of Q2 2023.
First Capital Advisors Group left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2023.
Schwab U.S Small- Cap ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #397 holding.
First Capital Advisors Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 5 quarters since.
First Capital Advisors Group's Schwab U.S Small- Cap ETF position peaked at $281K in Q1 2017.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.