GPM Growth Investors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

GPM Growth Investors’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	-48,236	Closed	-$1.24M	–	35
2021 Q4	$1.24M	Sell	48,236 -728	-1%	-$18.8K	0.61%	34
2021 Q3	$1.23M	Buy	48,964 +556	+1%	+$14.1K	0.65%	36
2021 Q2	$1.26M	Sell	48,408 -20,128	-29%	-$515K	0.66%	35
2021 Q1	$1.71M	Buy	68,536 +4,228	+7%	+$104K	0.98%	35
2020 Q4	$1.43M	Buy	64,308 +3,752	+6%	+$74.7K	0.88%	32
2020 Q3	$1.03M	Sell	60,556 -1,676	-3%	-$28.9K	0.7%	33
2020 Q2	$1.02M	Sell	62,232 -3,940	-6%	-$59K	0.76%	31
2020 Q1	$852K	Buy	66,172 +2,692	+4%	+$45.8K	0.74%	33
2019 Q4	$1.2M	Buy	+63,480	New	+$1.15M	0.87%	31

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

GPM Growth Investors's SCHA Position: Q1 2022 in Review

GPM Growth Investors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 48,236 shares — an estimated $1.24M sold.

GPM Growth Investors first reported a position in SCHA in Q4 2019 and held it in 9 quarters. The position peaked at $1.71M in Q1 2021. 941 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

GPM Growth Investors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
GPM Growth Investors sold 48,236 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $1.24M.
GPM Growth Investors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 9 quarters.
GPM Growth Investors's Schwab U.S Small- Cap ETF position peaked at $1.71M in Q1 2021.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on GPM Growth Investors's 13F filing for Q1 2022, filed 11 Apr 2022.