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

Imprint 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
Q1 		$425K Buy
+17,432
New +$408K 0.1% 181

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
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

Imprint Wealth's SCHA Position: Q1 2024 in Review

Imprint Wealth opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2024: 17,432 shares worth $425K. The stake represents 0.1% of the portfolio and ranks #181 among its holdings.

1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • Imprint Wealth held 17,432 shares of Schwab U.S Small- Cap ETF worth $425K as of Q1 2024.
  • Schwab U.S Small- Cap ETF was a new Imprint Wealth position in Q1 2024.
  • Schwab U.S Small- Cap ETF made up 0.1% of Imprint Wealth's portfolio in Q1 2024, its #181 holding.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.