Heritage Wealth Management (Arizona)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$297K	Buy	14,668 +6,740	+85%	+$138K	0.04%	293
2022 Q3	$150K	Sell	7,928 -530	-6%	-$11.1K	0.05%	279
2022 Q2	$165K	Sell	8,458 -12,366	-59%	-$264K	0.05%	271
2022 Q1	$493K	Buy	+20,824	New	+$492K	0.13%	116
2021 Q3	$710K	Sell	28,368 -13,200	-32%	-$335K	0.25%	74
2021 Q2	$1.08M	Buy	+41,568	New	+$1.06M	0.41%	54

Other funds holding SCHA

CSIA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

Heritage Wealth Management (Arizona)'s SCHA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab U.S Small- Cap ETF (SCHA) stake by 85% in Q4 2022, buying an estimated $138K and bringing the position to 14,668 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #293.

Heritage Wealth Management (Arizona) first reported a position in SCHA in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2021. 941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

Heritage Wealth Management (Arizona) held 14,668 shares of Schwab U.S Small- Cap ETF worth $297K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 6,740 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $138K.
Schwab U.S Small- Cap ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #293 holding.
Heritage Wealth Management (Arizona) first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Schwab U.S Small- Cap ETF position peaked at $1.08M in Q2 2021.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.