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First Personal Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Personal Financial Services’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
Q3 		$11.7K Buy
+456
New +$11.3K ﹤0.01% 299
2023
Q1 		– Sell
-58
Closed -$1.18K – 429
2022
Q4 		$1.18K Sell
58
-154
-73% -$3.16K ﹤0.01% 380
2022
Q3 		$4K Buy
+212
New +$4.43K ﹤0.01% 389

Other funds holding SCHA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Personal Financial Services's SCHA Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2024: 456 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in SCHA as recently as Q4 2022.

First Personal Financial Services first reported a position in SCHA in Q3 2022 and has held it in 3 quarters since. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • First Personal Financial Services held 456 shares of Schwab U.S Small- Cap ETF worth $11.7K as of Q3 2024.
  • Schwab U.S Small- Cap ETF was a new First Personal Financial Services position in Q3 2024.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #299 holding.
  • First Personal Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and has held it in 3 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.