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Foster Dykema Cabot & Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Foster Dykema Cabot & 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
2024
Q2 		– Sell
-4,700
Closed -$116K – 344
2024
Q1 		$116K Buy
4,700
+4,688
+39,067% +$110K 0.01% 136
2023
Q4 		$283 Buy
+12
New +$253 ﹤0.01% 301

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Foster Dykema Cabot & Partners's SCHA Position: Q2 2024 in Review

Foster Dykema Cabot & Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 4,700 shares — an estimated $116K sold.

Foster Dykema Cabot & Partners first reported a position in SCHA in Q4 2023 and held it in 2 quarters. The position peaked at $116K in Q1 2024. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Foster Dykema Cabot & Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 4,700 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $116K.
  • Foster Dykema Cabot & Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 2 quarters.
  • Foster Dykema Cabot & Partners's Schwab U.S Small- Cap ETF position peaked at $116K in Q1 2024.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2024, filed 14 Aug 2024.