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Impact Partnership Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-1,928
Closed -$47.5K – 585
2024
Q1 		$47.5K Hold
1,928
– – 0.02% 331
2023
Q4 		$45.5K Sell
1,928
-50
-3% -$1.05K 0.02% 340
2023
Q3 		$41K Buy
1,978
+1,650
+503% +$36.2K 0.01% 425
2023
Q2 		$7.2K Buy
+328
New +$6.84K ﹤0.01% 453

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Impact Partnership Wealth's SCHA Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 1,928 shares — an estimated $47.5K sold.

Impact Partnership Wealth first reported a position in SCHA in Q2 2023 and held it in 4 quarters. The position peaked at $47.5K in Q1 2024. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,928 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $47.5K.
  • Impact Partnership Wealth first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Schwab U.S Small- Cap ETF position peaked at $47.5K in Q1 2024.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.