Grey Street Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Grey Street Capital’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	$1.84M	Buy	+74,640	New	+$1.75M	0.25%	89

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 $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Grey Street Capital's SCHA Position: Q1 2024 in Review

Grey Street Capital opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2024: 74,640 shares worth $1.84M. The stake represents 0.25% of the portfolio and ranks #89 among its holdings.

1,049 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

Grey Street Capital held 74,640 shares of Schwab U.S Small- Cap ETF worth $1.84M as of Q1 2024.
Schwab U.S Small- Cap ETF was a new Grey Street Capital position in Q1 2024.
Schwab U.S Small- Cap ETF made up 0.25% of Grey Street Capital's portfolio in Q1 2024, its #89 holding.
1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.