Human Investing’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Human Investing’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	–	Sell	-16,244	Closed	-$405K	–	252
2021 Q1	$405K	Sell	16,244 -1,060	-6%	-$26.1K	0.1%	101
2020 Q4	$385K	Sell	17,304 -1,276	-7%	-$25.4K	0.11%	97
2020 Q3	$317K	Sell	18,580 -12,336	-40%	-$212K	0.1%	93
2020 Q2	$505K	Sell	30,916 -6,180	-17%	-$92.5K	0.18%	88
2020 Q1	$478K	Buy	37,096 +5,748	+18%	+$97.7K	0.21%	85
2019 Q4	$593K	Buy	31,348 +2,064	+7%	+$37.3K	0.19%	86
2019 Q3	$511K	Buy	29,284 +2,332	+9%	+$41.2K	0.18%	86
2019 Q2	$482K	Buy	26,952 +4,168	+18%	+$73.7K	0.18%	88
2019 Q1	$398K	Buy	22,784 +964	+4%	+$16.5K	0.15%	88
2018 Q4	$331K	Buy	+21,820	New	+$369K	0.14%	98

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

Human Investing's SCHA Position: Q2 2021 in Review

Human Investing sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2021, closing a stake of 16,244 shares — an estimated $405K sold.

Human Investing first reported a position in SCHA in Q4 2018 and held it in 10 quarters. The position peaked at $593K in Q4 2019. 838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

Human Investing reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2021 after selling out during the quarter.
Human Investing sold 16,244 Schwab U.S Small- Cap ETF shares in Q2 2021, an estimated $405K.
Human Investing first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 10 quarters.
Human Investing's Schwab U.S Small- Cap ETF position peaked at $593K in Q4 2019.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on Human Investing's 13F filing for Q2 2021, filed 2 Aug 2021.