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Gilbert & Cook’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Gilbert & Cook’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 		– Sell
-15,504
Closed -$302K – 217
2022
Q2 		$302K Buy
+15,504
New +$331K 0.05% 157

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gilbert & Cook's SCHA Position: Q3 2022 in Review

Gilbert & Cook sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2022, closing a stake of 15,504 shares — an estimated $302K sold.

Gilbert & Cook first reported a position in SCHA in Q2 2022 and held it in 1 quarter. The position peaked at $302K in Q2 2022. 867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

  • Gilbert & Cook reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Gilbert & Cook sold 15,504 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $302K.
  • Gilbert & Cook first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 1 quarter.
  • Gilbert & Cook's Schwab U.S Small- Cap ETF position peaked at $302K in Q2 2022.
  • 867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Gilbert & Cook's 13F filing for Q3 2022, filed 3 Nov 2022.