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Heritage Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-2,920
Closed -$56K – 391
2022
Q2 		$56K Buy
+2,920
New +$62.4K 0.03% 156

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Heritage Financial Services's SCHA Position: Q3 2022 in Review

Heritage Financial Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2022, closing a stake of 2,920 shares — an estimated $56K sold.

Heritage Financial Services first reported a position in SCHA in Q2 2022 and held it in 1 quarter. The position peaked at $56K in Q2 2022. 867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

  • Heritage Financial Services reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 2,920 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $56K.
  • Heritage Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Schwab U.S Small- Cap ETF position peaked at $56K in Q2 2022.
  • 867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.