GDP
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Great Diamond Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Great Diamond Partners’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
Q1 		– Sell
-21,486
Closed -$507K – 239
2023
Q4 		$507K Buy
21,486
+212
+1% +$4.47K 0.13% 131
2023
Q3 		$441K Buy
21,274
+58
+0.3% +$1.27K 0.12% 138
2023
Q2 		$465K Buy
21,216
+616
+3% +$12.8K 0.12% 135
2023
Q1 		$432K Sell
20,600
-9,294
-31% -$200K 0.13% 135
2022
Q4 		$606K Buy
29,894
+2,510
+9% +$51.4K 0.19% 106
2022
Q3 		$517K Buy
27,384
+258
+1% +$5.4K 0.18% 115
2022
Q2 		$528K Buy
27,126
+1,424
+6% +$30.4K 0.18% 110
2022
Q1 		$608K Sell
25,702
-2,690
-9% -$63.5K 0.17% 109
2021
Q4 		$726K Buy
28,392
+3,664
+15% +$94.8K 0.19% 104
2021
Q3 		$618K Buy
24,728
+756
+3% +$19.2K 0.17% 107
2021
Q2 		$624K Buy
23,972
+2,052
+9% +$52.5K 0.18% 109
2021
Q1 		$546K Buy
21,920
+1,552
+8% +$38.2K 0.17% 113
2020
Q4 		$453K Buy
20,368
+776
+4% +$15.5K 0.14% 110
2020
Q3 		$334K Sell
19,592
-668
-3% -$11.5K 0.12% 115
2020
Q2 		$330K Buy
20,260
+2,288
+13% +$34.3K 0.14% 107
2020
Q1 		$231K Buy
17,972
+5,264
+41% +$89.5K 0.12% 115
2019
Q4 		$240K Buy
+12,708
New +$230K 0.09% 138

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Great Diamond Partners's SCHA Position: Q1 2024 in Review

Great Diamond Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 21,486 shares — an estimated $507K sold.

Great Diamond Partners first reported a position in SCHA in Q4 2019 and held it in 17 quarters. The position peaked at $726K in Q4 2021. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • Great Diamond Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Great Diamond Partners sold 21,486 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $507K.
  • Great Diamond Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 17 quarters.
  • Great Diamond Partners's Schwab U.S Small- Cap ETF position peaked at $726K in Q4 2021.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Great Diamond Partners's 13F filing for Q1 2024, filed 8 May 2024.