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

Freedman Financial Associates’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 Q2	–	Sell	-2,924	Closed	-$70K	–	337
2022 Q1	$70K	Sell	2,924 -308	-10%	-$7.27K	0.05%	156
2021 Q4	$83K	Hold	3,232	–	–	0.06%	141
2021 Q3	$81K	Hold	3,232	–	–	0.06%	136
2021 Q2	$84K	Buy	3,232 +120	+4%	+$3.07K	0.06%	131
2021 Q1	$78K	Hold	3,112	–	–	0.06%	132
2020 Q4	$69K	Buy	+3,112	New	+$62K	0.06%	138

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 $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freedman Financial Associates's SCHA Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 2,924 shares — an estimated $70K sold.

Freedman Financial Associates first reported a position in SCHA in Q4 2020 and held it in 6 quarters. The position peaked at $84K in Q2 2021. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Freedman Financial Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 2,924 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $70K.
Freedman Financial Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Schwab U.S Small- Cap ETF position peaked at $84K in Q2 2021.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.