IAM Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IAM Advisory’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 Q3	–	Sell	-820	Closed	-$21K	–	93
2021 Q2	$21K	Buy	+820	New	+$21K	﹤0.01%	41

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 $1.55T AUM 33.47% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IAM Advisory's SCHA Position: Q3 2021 in Review

IAM Advisory sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 820 shares — an estimated $21K sold.

IAM Advisory first reported a position in SCHA in Q2 2021 and held it in 1 quarter. The position peaked at $21K in Q2 2021. 839 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

IAM Advisory reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
IAM Advisory sold 820 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $21K.
IAM Advisory first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 1 quarter.
IAM Advisory's Schwab U.S Small- Cap ETF position peaked at $21K in Q2 2021.
839 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.