H&H Retirement Design & Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

H&H Retirement Design & Management’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
2023 Q1	–	Sell	-17,366	Closed	-$377K	–	82
2022 Q4	$377K	Buy	17,366 +86	+0.5%	+$1.76K	0.32%	52
2022 Q3	$330K	Hold	17,280	–	–	0.31%	56
2022 Q2	$372K	Hold	17,280	–	–	0.27%	58
2022 Q1	$395K	Hold	17,280	–	–	0.27%	42
2021 Q4	$395K	Hold	17,280	–	–	0.25%	49
2021 Q3	$435K	Hold	17,280	–	–	0.27%	32
2021 Q2	$437K	Hold	17,280	–	–	0.27%	33
2021 Q1	$436K	Buy	+17,280	New	+$425K	0.26%	30
2020 Q3	$417K	Sell	24,404 -157,760	-87%	-$2.72M	0.33%	31
2020 Q2	$2.98M	Buy	182,164 +23,588	+15%	+$353K	2.63%	16
2020 Q1	$2.04M	Buy	+158,576	New	+$2.69M	1.94%	18

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

H&H Retirement Design & Management's SCHA Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 17,366 shares — an estimated $377K sold.

H&H Retirement Design & Management first reported a position in SCHA in Q1 2020 and held it in 11 quarters. The position peaked at $2.98M in Q2 2020. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

H&H Retirement Design & Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 17,366 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $377K.
H&H Retirement Design & Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and held it in 11 quarters.
H&H Retirement Design & Management's Schwab U.S Small- Cap ETF position peaked at $2.98M in Q2 2020.
928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.