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

Hoover 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
2021 Q2	$244K	Sell	9,348 -416	-4%	-$10.6K	0.04%	118
2021 Q1	$244K	Sell	9,764 -1,472	-13%	-$36.2K	0.05%	106
2020 Q4	$272K	Sell	11,236 -4,036	-26%	-$80.4K	0.07%	85
2020 Q3	$261K	Sell	15,272 -3,104	-17%	-$53.4K	0.09%	81
2020 Q2	$300K	Sell	18,376 -292	-2%	-$4.37K	0.11%	68
2020 Q1	$240K	Sell	18,668 -4,912	-21%	-$83.5K	0.13%	69
2019 Q4	$446K	Buy	+23,580	New	+$427K	0.22%	53

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

Hoover Financial Advisors's SCHA Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.3% in Q2 2021, selling an estimated $10.6K and leaving 9,348 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #118.

Hoover Financial Advisors first reported a position in SCHA in Q4 2019 and has held it in 7 quarters since. The position peaked at $446K in Q4 2019. 838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

Hoover Financial Advisors held 9,348 shares of Schwab U.S Small- Cap ETF worth $244K as of Q2 2021.
Hoover Financial Advisors sold 416 Schwab U.S Small- Cap ETF shares in Q2 2021, an estimated $10.6K.
Schwab U.S Small- Cap ETF made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #118 holding.
Hoover Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 7 quarters since.
Hoover Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $446K in Q4 2019.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.