GA
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GoalVest Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-346
Closed -$8.91K – 428
2024
Q3 		$8.91K Buy
+346
New +$8.59K ﹤0.01% 331
2023
Q2 		– Sell
-204
Closed -$4.29K – 399
2023
Q1 		$4.29K Buy
+204
New +$4.38K ﹤0.01% 210

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GoalVest Advisory's SCHA Position: Q4 2024 in Review

GoalVest Advisory sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 346 shares — an estimated $8.91K sold.

GoalVest Advisory first reported a position in SCHA in Q1 2023 and held it in 2 quarters. The position peaked at $8.91K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • GoalVest Advisory reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 346 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $8.91K.
  • GoalVest Advisory first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and held it in 2 quarters.
  • GoalVest Advisory's Schwab U.S Small- Cap ETF position peaked at $8.91K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.