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Guidance Point Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Guidance Point Advisors’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
2021
Q4 		– Sell
-3,036
Closed -$76K – 338
2021
Q3 		$76K Buy
+3,036
New +$77.1K 0.03% 131

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guidance Point Advisors's SCHA Position: Q4 2021 in Review

Guidance Point Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 3,036 shares — an estimated $76K sold.

Guidance Point Advisors first reported a position in SCHA in Q3 2021 and held it in 1 quarter. The position peaked at $76K in Q3 2021. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • Guidance Point Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 3,036 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $76K.
  • Guidance Point Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Schwab U.S Small- Cap ETF position peaked at $76K in Q3 2021.
  • 950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.