GBT
SCHA icon

Grove Bank & Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Grove Bank & Trust’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
-2,080
Closed -$49.3K – 748
2024
Q2 		$49.3K Hold
2,080
– – 0.01% 359
2024
Q1 		$51.2K Hold
2,080
– – 0.01% 374
2023
Q4 		$49.1K Hold
2,080
– – 0.01% 359
2023
Q3 		$43.1K Hold
2,080
– – 0.01% 382
2023
Q2 		$45.6K Hold
2,080
– – 0.01% 379
2023
Q1 		$43.6K Hold
2,080
– – 0.01% 387
2022
Q4 		$42K Buy
+2,080
New +$42.6K 0.01% 389

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

Grove Bank & Trust's SCHA Position: Q3 2024 in Review

Grove Bank & Trust sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 2,080 shares — an estimated $49.3K sold.

Grove Bank & Trust first reported a position in SCHA in Q4 2022 and held it in 7 quarters. The position peaked at $51.2K in Q1 2024. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Grove Bank & Trust reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 2,080 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $49.3K.
  • Grove Bank & Trust first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 7 quarters.
  • Grove Bank & Trust's Schwab U.S Small- Cap ETF position peaked at $51.2K in Q1 2024.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Grove Bank & Trust's 13F filing for Q3 2024, filed 11 Oct 2024.