GI
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Gradient Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Gradient Investments’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
Q3 		– Sell
-802
Closed -$19K – 1074
2024
Q2 		$19K Sell
802
-468
-37% -$11.1K ﹤0.01% 648
2024
Q1 		$31.3K Buy
1,270
+868
+216% +$20.3K ﹤0.01% 482
2023
Q4 		$9.51K Sell
402
-388
-49% -$8.18K ﹤0.01% 848
2023
Q3 		$16.4K Buy
790
+276
+54% +$6.06K ﹤0.01% 709
2023
Q2 		$11.3K Buy
514
+178
+53% +$3.71K ﹤0.01% 794
2023
Q1 		$7.06K Sell
336
-106
-24% -$2.28K ﹤0.01% 883
2022
Q4 		$8.97K Buy
442
+106
+32% +$2.17K ﹤0.01% 833
2022
Q3 		$6K Hold
336
– – ﹤0.01% 925
2022
Q2 		$7K Sell
336
-232
-41% -$4.96K ﹤0.01% 845
2022
Q1 		$13K Buy
568
+232
+69% +$5.48K ﹤0.01% 725
2021
Q4 		$9K Sell
336
-796
-70% -$20.6K ﹤0.01% 826
2021
Q3 		$28K Buy
1,132
+792
+233% +$20.1K ﹤0.01% 585
2021
Q2 		$9K Hold
340
– – ﹤0.01% 788
2021
Q1 		$8K Sell
340
-384
-53% -$9.44K ﹤0.01% 810
2020
Q4 		$12K Hold
724
– – ﹤0.01% 667
2020
Q3 		$12K Hold
724
– – ﹤0.01% 671
2020
Q2 		$12K Hold
724
– – ﹤0.01% 617
2020
Q1 		$9K Sell
724
-92
-11% -$1.56K ﹤0.01% 679
2019
Q4 		$15K Hold
816
– – ﹤0.01% 618
2019
Q3 		$14K Hold
816
– – ﹤0.01% 593
2019
Q2 		$15K Hold
816
– – ﹤0.01% 562
2019
Q1 		$14K Sell
816
-360
-31% -$6.16K ﹤0.01% 507
2018
Q4 		$18K Buy
1,176
+840
+250% +$14.2K ﹤0.01% 470
2018
Q3 		$6K Sell
336
-632
-65% -$12.1K ﹤0.01% 717
2018
Q2 		$18K Sell
968
-656
-40% -$11.9K ﹤0.01% 506
2018
Q1 		$28K Buy
1,624
+660
+68% +$11.6K ﹤0.01% 425
2017
Q4 		$17K Buy
+964
New +$16.5K ﹤0.01% 499
2017
Q3 		– Sell
-108
Closed -$2K – 614
2017
Q2 		$2K Buy
+108
New +$1.71K ﹤0.01% 695

Other funds holding SCHA

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's SCHA Position: Q3 2024 in Review

Gradient Investments sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 802 shares — an estimated $19K sold.

Gradient Investments first reported a position in SCHA in Q2 2017 and held it in 28 quarters. The position peaked at $31.3K in Q1 2024. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Gradient Investments reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 802 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $19K.
  • Gradient Investments first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and held it in 28 quarters.
  • Gradient Investments's Schwab U.S Small- Cap ETF position peaked at $31.3K in Q1 2024.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.