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

Fort Pitt Capital 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
2024 Q1	–	Sell	-33,712	Closed	-$796K	–	127
2023 Q4	$796K	Buy	+33,712	New	+$711K	0.03%	89
2023 Q1	–	Sell	-48,018	Closed	-$973K	–	136
2022 Q4	$973K	Buy	+48,018	New	+$984K	0.04%	86
2022 Q1	–	Sell	-12,256	Closed	-$314K	–	145
2021 Q4	$314K	Buy	+12,256	New	+$317K	0.01%	122
2021 Q3	–	Sell	-16,032	Closed	-$418K	–	163
2021 Q2	$418K	Buy	+16,032	New	+$410K	0.02%	129
2021 Q1	–	Sell	-12,032	Closed	-$268K	–	296
2020 Q4	$268K	Buy	+12,032	New	+$240K	0.01%	113
2020 Q3	–	Sell	-17,916	Closed	-$293K	–	156
2020 Q2	$293K	Sell	17,916 -3,720	-17%	-$55.7K	0.02%	138
2020 Q1	$279K	Buy	21,636 +8,292	+62%	+$141K	0.02%	135
2019 Q4	$252K	Buy	+13,344	New	+$241K	0.01%	144
2019 Q2	–	Sell	-38,960	Closed	-$681K	–	138
2019 Q1	$681K	Sell	38,960 -45,360	-54%	-$776K	0.05%	82
2018 Q4	$1.28M	Buy	+84,320	New	+$1.42M	0.1%	76
2018 Q1	–	Sell	-19,436	Closed	-$339K	–	140
2017 Q4	$339K	Buy	+19,436	New	+$333K	0.03%	97

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Fort Pitt Capital Group's SCHA Position: Q1 2024 in Review

Fort Pitt Capital Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 33,712 shares — an estimated $796K sold.

Fort Pitt Capital Group first reported a position in SCHA in Q4 2017 and held it in 11 quarters. The position peaked at $1.28M in Q4 2018. 1,051 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

Fort Pitt Capital Group reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
Fort Pitt Capital Group sold 33,712 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $796K.
Fort Pitt Capital Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 11 quarters.
Fort Pitt Capital Group's Schwab U.S Small- Cap ETF position peaked at $1.28M in Q4 2018.
1,051 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Fort Pitt Capital Group's 13F filing for Q1 2024, filed 11 Apr 2024.