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

Harborview 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 Q3	$1.57M	Hold	62,640	–	–	0.88%	24
2021 Q2	$1.63M	Sell	62,640 -7,364	-11%	-$188K	0.91%	23
2021 Q1	$1.74M	Buy	70,004 +1,060	+2%	+$26.1K	1.05%	22
2020 Q4	$1.53M	Sell	68,944 -1,412	-2%	-$28.1K	1.03%	22
2020 Q3	$1.2M	Buy	70,356 +4,704	+7%	+$81K	0.92%	24
2020 Q2	$1.07M	Buy	65,652 +2,036	+3%	+$30.5K	0.89%	25
2020 Q1	$819K	Sell	63,616 -644	-1%	-$10.9K	0.82%	21
2019 Q4	$1.22M	Sell	64,260 -84	-0.1%	-$1.52K	0.93%	19
2019 Q3	$1.12M	Buy	64,344 +1,212	+2%	+$21.4K	0.9%	19
2019 Q2	$1.13M	Buy	63,132 +1,016	+2%	+$18K	0.91%	20
2019 Q1	$1.09M	Buy	62,116 +784	+1%	+$13.4K	0.94%	20
2018 Q4	$930K	Buy	61,332 +1,772	+3%	+$29.9K	1.09%	19
2018 Q3	$1.13M	Buy	59,560 +952	+2%	+$18.2K	1.15%	15
2018 Q2	$1.08M	Buy	58,608 +4,156	+8%	+$75.2K	0.99%	20
2018 Q1	$941K	Buy	54,452 +7,460	+16%	+$132K	0.89%	23
2017 Q4	$819K	Buy	+46,992	New	+$804K	0.78%	25

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 $1.37T 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Harborview Advisors's SCHA Position: Q3 2021 in Review

Harborview Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2021 at 62,640 shares worth $1.57M. The position accounts for 0.88% of the portfolio, ranked #24.

Harborview Advisors first reported a position in SCHA in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.74M in Q1 2021. 838 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

Harborview Advisors held 62,640 shares of Schwab U.S Small- Cap ETF worth $1.57M as of Q3 2021.
Harborview Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2021.
Schwab U.S Small- Cap ETF made up 0.88% of Harborview Advisors's portfolio in Q3 2021, its #24 holding.
Harborview Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's Schwab U.S Small- Cap ETF position peaked at $1.74M in Q1 2021.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.