Hershey Financial Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hershey Financial Advisers’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
2024 Q2	$95	Buy	+4	New	+$95	﹤0.01%	154

Other funds holding SCHA

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

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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Hershey Financial Advisers's SCHA Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2024: 4 shares worth $95. The stake represents ﹤0.01% of the portfolio and ranks #154 among its holdings.

1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

Hershey Financial Advisers held 4 shares of Schwab U.S Small- Cap ETF worth $95 as of Q2 2024.
Schwab U.S Small- Cap ETF was a new Hershey Financial Advisers position in Q2 2024.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #154 holding.
1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.