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

HC Financial 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
2022 Q2	$7K	Buy	+352	New	+$7.53K	﹤0.01%	266

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

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

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

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

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

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

HC Financial Advisors's SCHA Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2022: 352 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #266 among its holdings.

882 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

HC Financial Advisors held 352 shares of Schwab U.S Small- Cap ETF worth $7K as of Q2 2022.
Schwab U.S Small- Cap ETF was a new HC Financial Advisors position in Q2 2022.
Schwab U.S Small- Cap ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #266 holding.
882 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.