FourThought Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

FourThought Financial’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
2022 Q3	$19K	Hold	1,000	–	–	﹤0.01%	878
2022 Q2	$19K	Hold	1,000	–	–	﹤0.01%	888
2022 Q1	$24K	Hold	1,000	–	–	﹤0.01%	856
2021 Q4	$26K	Hold	1,000	–	–	﹤0.01%	863
2021 Q3	$25K	Hold	1,000	–	–	﹤0.01%	900
2021 Q2	$26K	Hold	1,000	–	–	﹤0.01%	886
2021 Q1	$24K	Hold	1,000	–	–	﹤0.01%	863
2020 Q4	$22K	Buy	+1,000	New	+$19.9K	﹤0.01%	854

Other funds holding SCHA

CSIA

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

FourThought Financial's SCHA Position: Q3 2022 in Review

FourThought Financial held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2022 at 1,000 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

FourThought Financial first reported a position in SCHA in Q4 2020 and has held it in 8 quarters since. The position peaked at $26K in Q4 2021. 868 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

FourThought Financial held 1,000 shares of Schwab U.S Small- Cap ETF worth $19K as of Q3 2022.
FourThought Financial left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2022.
Schwab U.S Small- Cap ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #878 holding.
FourThought Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Schwab U.S Small- Cap ETF position peaked at $26K in Q4 2021.
868 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.