First Manhattan’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Manhattan’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
2024 Q2	–	Sell	-324	Closed	-$7.98K	–	1180
2024 Q1	$7.98K	Buy	324 +300	+1,250%	+$7.03K	﹤0.01%	1136
2023 Q4	$566	Buy	+24	New	+$506	﹤0.01%	1356
2023 Q1	–	Sell	-488	Closed	-$9.88K	–	1679
2022 Q4	$9.88K	Sell	488 -120	-20%	-$2.46K	﹤0.01%	1249
2022 Q3	$11K	Sell	608 -108	-15%	-$2.26K	﹤0.01%	1194
2022 Q2	$13K	Sell	716 -4	-0.6%	-$86	﹤0.01%	1193
2022 Q1	$17K	Buy	720 +36	+5%	+$850	﹤0.01%	1197
2021 Q4	$17K	Buy	+684	New	+$17.7K	﹤0.01%	1195
2021 Q3	–	Sell	-520	Closed	-$13K	–	1667
2021 Q2	$13K	Sell	520 -1,012	-66%	-$25.9K	﹤0.01%	1236
2021 Q1	$38K	Buy	+1,532	New	+$37.7K	﹤0.01%	1018
2017 Q2	–	Sell	-24	Closed	–	–	1455
2017 Q1	$0	Buy	+24	New	+$376	﹤0.01%	1443

Other funds holding SCHA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

First Manhattan's SCHA Position: Q2 2024 in Review

First Manhattan sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 324 shares — an estimated $7.98K sold.

First Manhattan first reported a position in SCHA in Q1 2017 and held it in 10 quarters. The position peaked at $38K in Q1 2021. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

First Manhattan reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 324 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $7.98K.
First Manhattan first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and held it in 10 quarters.
First Manhattan's Schwab U.S Small- Cap ETF position peaked at $38K in Q1 2021.
1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.