HI
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Hudock Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hudock Inc’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 		– Sell
-6,162
Closed -$116K – 612
2022
Q3 		$116K Buy
6,162
+20
+0.3% +$418 0.04% 187
2022
Q2 		$119K Buy
6,142
+206
+3% +$4.4K 0.04% 193
2022
Q1 		$140K Sell
5,936
-45,524
-88% -$1.07M 0.04% 188
2021
Q4 		$1.32M Buy
51,460
+232
+0.5% +$6K 0.37% 47
2021
Q3 		$1.28M Sell
51,228
-848
-2% -$21.5K 0.39% 47
2021
Q2 		$1.36M Buy
52,076
+104
+0.2% +$2.66K 0.4% 45
2021
Q1 		$1.29M Sell
51,972
-14,376
-22% -$354K 0.41% 46
2020
Q4 		$1.48M Buy
66,348
+64
+0.1% +$1.27K 0.48% 38
2020
Q3 		$1.13M Sell
66,284
-788
-1% -$13.6K 0.42% 44
2020
Q2 		$1.09M Sell
67,072
-71,080
-51% -$1.06M 0.4% 45
2020
Q1 		$1.78M Buy
138,152
+18,692
+16% +$318K 0.7% 29
2019
Q4 		$2.26M Sell
119,460
-448
-0.4% -$8.11K 0.75% 29
2019
Q3 		$2.09M Buy
119,908
+776
+0.7% +$13.7K 0.74% 31
2019
Q2 		$2.13M Buy
119,132
+54,604
+85% +$966K 0.77% 29
2019
Q1 		$1.13M Buy
64,528
+3,824
+6% +$65.4K 0.41% 44
2018
Q4 		$914K Sell
60,704
-3,192
-5% -$53.9K 0.38% 48
2018
Q3 		$1.22M Sell
63,896
-19,440
-23% -$371K 0.47% 44
2018
Q2 		$1.53M Buy
83,336
+3,068
+4% +$55.5K 0.61% 38
2018
Q1 		$1.39M Buy
80,268
+72,516
+935% +$1.28M 0.58% 42
2017
Q4 		$135K Buy
7,752
+6,992
+920% +$120K 0.06% 134
2017
Q3 		$12K Buy
+760
New +$12.2K 0.01% 404

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Hudock Inc's SCHA Position: Q4 2022 in Review

Hudock Inc sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2022, closing a stake of 6,162 shares — an estimated $116K sold.

Hudock Inc first reported a position in SCHA in Q3 2017 and held it in 21 quarters. The position peaked at $2.26M in Q4 2019. 941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

  • Hudock Inc reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 6,162 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $116K.
  • Hudock Inc first reported a position in Schwab U.S Small- Cap ETF in Q3 2017 and held it in 21 quarters.
  • Hudock Inc's Schwab U.S Small- Cap ETF position peaked at $2.26M in Q4 2019.
  • 941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.