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Goodwin Investment Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Goodwin Investment 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
2022
Q1 		– Sell
-184
Closed -$5K – 222
2021
Q4 		$5K Hold
184
– – ﹤0.01% 150
2021
Q3 		$5K Hold
184
– – ﹤0.01% 125
2021
Q2 		$5K Buy
+184
New +$4.7K 0.01% 113

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goodwin Investment Advisory's SCHA Position: Q1 2022 in Review

Goodwin Investment Advisory sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 184 shares — an estimated $5K sold.

Goodwin Investment Advisory first reported a position in SCHA in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

  • Goodwin Investment Advisory reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 184 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $5K.
  • Goodwin Investment Advisory first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 3 quarters.
  • Goodwin Investment Advisory's Schwab U.S Small- Cap ETF position peaked at $5K in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Goodwin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.