Gallagher Benefit Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Gallagher Benefit 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
2022 Q4	$345K	Buy	+17,012	New	+$349K	0.07%	128

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 $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $56.3B AUM 17.83% 1-Year Est. Return

Gallagher Benefit Services's SCHA Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2022: 17,012 shares worth $345K. The stake represents 0.07% of the portfolio and ranks #128 among its holdings.

943 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

Gallagher Benefit Services held 17,012 shares of Schwab U.S Small- Cap ETF worth $345K as of Q4 2022.
Schwab U.S Small- Cap ETF was a new Gallagher Benefit Services position in Q4 2022.
Schwab U.S Small- Cap ETF made up 0.07% of Gallagher Benefit Services's portfolio in Q4 2022, its #128 holding.
943 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.