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Householder Group Estate & Retirement Specialist’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-4,800
Closed -$123K – 1074
2024
Q3 		$123K Hold
4,800
– – 0.04% 330
2024
Q2 		$113K Hold
4,800
– – 0.03% 332
2024
Q1 		$118K Buy
4,800
+154
+3% +$3.61K 0.04% 320
2023
Q4 		$109K Sell
4,646
-20
-0.4% -$422 0.04% 320
2023
Q3 		$96.7K Buy
+4,666
New +$102K 0.03% 319
2023
Q1 		$59K Buy
+2,810
New +$60.4K 0.02% 410
2022
Q4 		– Sell
-926
Closed -$17K – 963
2022
Q3 		$17K Buy
+926
New +$19.4K 0.01% 616

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SCHA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 4,800 shares — an estimated $123K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHA in Q3 2022 and held it in 7 quarters. The position peaked at $123K in Q3 2024. 1,168 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4,800 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $123K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab U.S Small- Cap ETF position peaked at $123K in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.